Gabriel Medina is a registered investment advisor at X-Square Capital, based in Guaynabo, PR, with 10 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 262 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
X-Square Capital's annual fee for managing your investments is generally between 1% and 2%. The exact fee depends on the account's trading volume, size, and investment strategy. All fees and account minimums are non-negotiable.
Location
Centro Internacional De Mercadeo Ii, 90 Carr 165, Suite 803, Guaynabo, PR, 00968
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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.
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Gabriel serves as the Secretary of X2 Alternative Dividend Alpha Fund, Inc. and dedicates minimal time to this role. He is also an Investment Adviser Representative of X-Square Capital, the investment adviser that manages the fund.
Employment History
Current Registrations
X-Square Capital
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.