Jose Blasini is a registered investment advisor at Caf Investments LLC, based in Guaynabo, PR, with 7 years of industry experience. Jose 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 438 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAF Investments charges a one-time $490 setup fee for new clients to cover onboarding and financial planning work. In addition, they charge an annual fee of 2.00% of your portfolio. These fees are negotiable. For qualified clients, they also charge a 30% performance fee based on capital appreciation.
Location
Avenida Esmeralda #5, Second Floor, Guaynabo, PR, 00969
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
Jose is a licensed insurance agent for life and health insurance since 2022, dedicating minimal time to this activity. He also works as a Sr Engineering Consultant at Linares Blasini Consulting and as a Sr Engineer at Amgen, dedicating minimal time to each.
Employment History
Current Registrations
Caf Investments LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 states
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.