PR
PR

Pau Delgado Rodriguez

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
93 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$98.0M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$4M+0.50%

Fees may be negotiable depending on the amount of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

7999 N Federal Hwy, Suite 101, Boca Raton, FL, 33487

Get directions

History

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
Cs Advisors INC.
March 2020 - Present · 5 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Pau Delgado Rodriguez - Financial Advisor | TrueAdvisor