Nelson Barragan is a registered investment advisor at Intuitivo LLC, based in Guaynabo, PR, with 4 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 76 clients with $17M 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 $250K | 1.65% |
| $250K - $1.0M | 1.45% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.10% |
Fee Estimator
Location
Metro Office Park, 7 C. 1, Suite 204, Guaynabo, PR, 00968
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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 Activities
Nelson works as a consultant at MG Consulting, providing governmental financial consultancy as a freelancer. This activity is not related to the investment advisory industry.
Employment History
Current Registrations
Intuitivo LLC
Previous Registrations
San Juan Asset Management, INC.
State Registrations2 states
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