Fernando Castillo
Fernando Castillo is a CFP-designated registered investment advisor at Finanxial Investment Advisors, CORP, based in San Juan, PR, with 16 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 122 clients with $65M 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 $199K | 1.85% |
| $199K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.90% |
Each client is also charged an annual maintenance fee of $240. Fees may also vary based on individual or family circumstances.
Fee Estimator
Location
121 De Diego Avenue, Urb. San Francisco, San Juan, PR, 00927
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Fernando is involved in numerous business activities, including serving as an investment advisor, CPA firm president, and holding leadership positions in consulting, real estate, IT, and sales companies. He also runs a general insurance agency, dedicating minimal time to it.
Employment History
Current Registrations
Finanxial Investment Advisors, CORP
Kovack Securities INC.Broker
State Registrations2 states
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