Julio Cintron is a registered investment advisor at Esi Advisors, based in Ponce, PR, with 9 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $1.3M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
Urb. Terra Senorial,, Menorca St. 116, Ponce, PR, 00731
Get directionsHistory
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
Julio works full-time as an Operations Manager for Crowley Caribbean Logistics, providing business development and management support. He also works as a sales agent of term insurance and fixed annuities for Personal Business Financial Solutions, dedicating minimal time to this role.
Employment History
Current Registrations
Esi Advisors
State Registrations1 state
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