Goel Rosa is a registered investment advisor at Vauban Wealth Management, based in Guaynabo, PR, with 6 years of industry experience. Goel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 50 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR, 00969
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Goel works as an independent contractor and CPA, providing accounting services since 2018. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Vauban Wealth Management
State Registrations1 state
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