Agustin Molina
Agustin Molina is a registered investment advisor at Blue Capital, based in Omaha, NE, with 16 years of industry experience. Agustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 439 clients with $210M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
Fee Estimator
Location
3814 Farnam Street, Suite 202, Omaha, NE, 68131
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Other Business ActivitiesSells Insurance
Agustin is the owner of Blue Capital Insurance, where he sells fixed insurance products and operates under the DBA Capital Synergy Partners. He spends about 10-20% of his time on this, with minimal time during market hours.
Employment History
Current Registrations
Blue Capital
Previous Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
Financial West Group
Financial West GroupBroker
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.