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Arturo Pulido

Navy Federal Investment Services, LLC
8 Years of Experience
San Diego, CA
Broker
View SEC Summary
View SEC Summary

Arturo Pulido is a registered investment advisor at Navy Federal Investment Services, LLC, based in San Diego, CA, with 8 years of industry experience. Arturo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,424 clients with $2.1B in assets under management.

Navy Federal Investment Services, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
159 advisors
Number of Clients
7,424 clients
Average Client Portfolio
$283K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.15%
$500K - $1.0M1.05%
$1.0M - $2.0M0.95%
$2M+0.85%

Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9999 Willow Creek Road, San Diego, CA, 92131

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Navy Federal Investment Services, LLC
February 2026 - Present · 8 mos
Navy Federal Investment Services, LLC
May 2022 - Present · 4 yrs 5 mos
Navy Federal Investment Services, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
TD Ameritrade Clearing, INC.Broker
March 2021 - May 2022 · 1 yr 2 mos
TD Ameritrade Clearing, INC.Broker
April 2019 - July 2020 · 1 yr 3 mos
TD Ameritrade, INC.Broker
February 2018 - May 2022 · 4 yrs 3 mos
State Registrations2 states
CAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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