Eduardo Rondon is a registered investment advisor at Shadowfax Investments LLC, based in Westminster, CO, with 5 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 7 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shadowfax Investments charges an annual fee based on the value of your portfolio. The fee is 2% of your portfolio's value. However, this fee structure applies only to Non-Qualified clients. Qualified clients are charged a performance fee, as detailed in Item 6 of the brochure. Fees are deducted annually. If more than 20% of your portfolio is held in cash for six or more consecutive weeks, fees are waived during that period.
Location
Westminster, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eduardo works full-time as a Sr. Propulsion Analyst at Ursa Major Technologies, an aerospace engineering and defense company. He is involved in the design of rocket engines and performs structural analysis.
Employment History
Current Registrations
Shadowfax Investments LLC
State Registrations1 state
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