Rodrigo Borba is a registered investment advisor at Andbanc Advisory LLC, based in Miami, FL, with 5 years of industry experience. Rodrigo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 472 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable and subject to a minimum fee of $500 per quarter. Certain qualified or non-U.S. investor portfolios may also be subject to a variable performance fee of up to 20%.
Fee Estimator
Location
201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Andbanc Advisory LLC
Andbanc Brokerage, LLCBroker
Previous Registrations
U-Sa Securities 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.
Exams
More Advisors
- Arturo Munoz, CFAAndbanc Advisory LLC
- Luiz BoruchowskiAndbanc Advisory LLC
- Miguel CardosoAndbanc Advisory LLC
- Brian Heimowitz, CFAConcurrent Investment Advisors, LLC
- Maurizio Polcino, CFACitigroup Global Markets INC.
- Damian Riavitz, CFALatin Securities INC