Robert Paredes is a registered investment advisor at Paredes Capital LLC, based in Lenexa, KS, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Paredes Capital charges a fee based on the value of your investments, up to 1.00% annually, paid quarterly in advance. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Paredes Capital. Fees may be negotiable. The fee does not include custody and transaction fees charged by the custodian.
Location
Lenexa, KS
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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.
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Robert is the sole member of XT Sales, LLC, an online thrift sales business, since 2015. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Paredes Capital LLC
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
State Registrations1 state
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.