Nelson Rodriguez is a ChFC-designated registered investment advisor at Aton Financial LLC, based in San Juan, PR, with 7 years of industry experience. Nelson 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. Their firm serves 260 clients with $470M 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 $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiated at the Advisor’s discretion.
Fee Estimator
Location
1590 Ponce De Leon, Suite 206, San Juan, PR, 00926
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
Nelson is the President of Risk Management Services LLC, an investment-related business in San Juan, PR, where he supervises proposals, meets with clients, and negotiates coverage with insurance companies. This takes nearly full-time.
Employment History
Current Registrations
Aton Financial LLC
State Registrations1 state
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