Rodrigo Lopez is a registered investment advisor at Folionet Advisers LLC, based in Miami, FL, with 7 years of industry experience. Rodrigo is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1,058 clients with $24M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$23.8M
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Location
1221 Brickell Ave. Ste. 900, Miami, FL, 33131
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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.
Learn about disclosures →Employment History
Current Registrations
Folionet Advisers LLC
July 2024 - Present · 2 yrs 3 mos
Folionet Financial LLCBroker
December 2018 - Present · 7 yrs 10 mos
State Registrations1 state
FL
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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