Rolando Perez
Rolando Perez is a registered investment advisor at Animus Wealth Management, LLC., based in McAllen, TX, with 10 years of industry experience. Rolando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 33 clients with $12M 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 | 2.00% |
Fees are negotiable and up to 2.00% annually. Subject to a minimum annual fee of $1,250.
Fee Estimator
Location
3600 McColl Rd., McAllen, TX, 78501
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2022Civil
October 2022Other Business ActivitiesSells Insurance
Rolando works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating about a quarter of his time. He is also an officer at Percisne Consulting LLC and a managing member at REA General Contractors LLC.
Employment History
Current Registrations
Animus Wealth Management, LLC.
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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
More Advisors
- Jesus Longoria, CFPAmicus Financial Advisors, LLC
- Mark Southwell, CFPRaymond James & Associates, INC.