Rodrigo Santos is a registered investment advisor at Praestantia Capital, LLC, based in Houston, TX, with 3 years of industry experience. Rodrigo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 17 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Praestantia Capital charges a maximum of 2.00% annually for managing your investments. The exact fee will be outlined in your advisory agreement. Fees are calculated monthly based on the average daily value of your account. The fees are negotiable and will be deducted directly from your account. In rare cases, they may agree to invoice you directly.
Location
5718 Westheimer Road Ste #1000, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Praestantia Capital, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.