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Francisco Badiola

4 Years of Experience
Coral Gables, FL

Francisco Badiola is a registered investment advisor at Pinvest, based in Coral Gables, FL, with 4 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
6 clients
Average Client Portfolio
$62.9M average
Assets Under Management
$377.5M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

396 Alhambra Circle, Ph2, Coral Gables, FL, 33134

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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
Pinvest
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Citi Private Alternatives, LLCBroker
June 2022 - February 2025 · 2 yrs 8 mos
Citigroup Global Markets INC.
May 2021 - February 2025 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
April 2021 - February 2025 · 3 yrs 10 mos
State Registrations1 state
FL
Advisor

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.