Harrinson Agudelo-Rios
Harrinson Agudelo-Rios is a registered investment advisor at Finmas Capital LLC, based in Stamford, CT, with 7 years of industry experience. Harrinson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 102 clients with $1.1M 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 $100K | 1.35% |
| $100K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Stamford, CT
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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 →Other Business ActivitiesSells Insurance
Harrinson works as an accountant at Members Credit Union, dedicating nearly full-time hours. He also works as a soccer coach and is an independent agent representing Aflac, selling accidental, disability, hospital, and cancer plans, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Finmas Capital LLC
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations2 states
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