Rodolfo Aponte is a registered investment advisor at Bradesco Global Advisors, based in Coral Gables, FL, with 11 years of industry experience. Rodolfo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,941 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bradesco Global Advisors (BGA) offers a digital advisory program where clients pay a single annual fee based on the amount of their portfolio. The fee includes advisory services, brokerage commissions, and transaction fees. The annual fee is calculated as a percentage of the portfolio's value and decreases as the portfolio size increases:
- First $100,000: 1.85%
- $100,000.01 to $250,000: 1.75%
- $250,000.01 to $500,000: 1.50%
- $500,000.01 to $1,000,000: 1.25%
- Over $1,000,000: 1.00%
Advisory fees are not deducted from client accounts with balances below $3,000.00.
Location
3011 Ponce de Leon Blvd. PH1, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rodolfo is a VP, Relationship Manager at Bradesco Bank, dedicating nearly full-time hours to this role. He also engages in real estate services and investments through Rodolfo Aponte Akie LLC, Inversora Jaji, LLC, and Real Estate Empire Group, spending a few hours per week on these activities.
Employment History
Current Registrations
Bradesco Global Advisors
Bradesco Investments INC.Broker
State Registrations2 states
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