Carlos Feliciano is a registered investment advisor at Caf Investments LLC, based in Guaynabo, PR, with 2 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 438 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
CAF Investments charges a one-time $490 setup fee for new clients to cover onboarding and financial planning work. In addition, they charge an annual fee of 2.00% of your portfolio. These fees are negotiable. For qualified clients, they also charge a 30% performance fee based on capital appreciation.
Location
Avenida Esmeralda #5, Second Floor, Guaynabo, PR, 00969
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Regulatory History (1)
Regulatory
January 2024Other Business Activities
Carlos is an investment advisor for Buren Capital LLC, raising accredited funds and investing in Puerto Rico opportunities. CAF advises Burel Capital, manages compliance, reporting, and investment strategy, taking about a quarter of Carlos's time during trading and about a quarter of his time overall.
Employment History
Current Registrations
Caf Investments LLC
State Registrations3 states
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.