Luis Aponte is a registered investment advisor at Arkadios Wealth Advisors, based in San Juan, PR, with 16 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.
Fee Estimator
Location
322 De Diego Ave., Suite 202, San Juan, PR, 00920
Get directionsHistory
Regulatory History (4)
Regulatory
February 2020Regulatory
October 2019Regulatory
March 2019Regulatory
September 2015Other Business Activities
Luis is a proprietor of Management Advisory Group LLC, S&J Management Corp (gasoline service station), and a real estate rental business. He also co-owns Preferred Equity Partners LLC, is an advisor for Select Private Solutions LLC, and owns Select Advisory Group, Inc., dedicating about half his time to the latter.
Employment History
Current Registrations
Arkadios Wealth Advisors
Select Advisory Group INC
Previous Registrations
Harbor Light Investment Advisors, LLC
Select Advisory Group INC
Select Advisory Group INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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