Cortnie Rodriguez is a registered investment advisor at Quadcap Wealth Management, LLC, based in Frisco, TX, with 13 years of industry experience. Cortnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 582 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is capped at a maximum of 1% of assets under management. Fees are negotiable at the adviser's discretion based on complexity, relationship length, and account size.
Fee Estimator
Location
2600 Network Blvd, Suite 300, Frisco, TX, 75034
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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 →Employment History
Current Registrations
Quadcap Wealth Management, LLC
Previous Registrations
First Financial Equity Corporation
State Registrations1 state
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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