Federico Rodriguez
Federico Rodriguez is a CFA-designated registered investment advisor at Silversea Capital, LLC, based in Riverside, CT, with 3 years of industry experience. Federico operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Location
Riverside, CT
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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 →Other Business ActivitiesSells Insurance
Federico is the Global Head of Traded Markets at QBE Insurance Corporation since 2012, managing the company's investment portfolios. This is a full-time role during trading hours.
Employment History
Current Registrations
Silversea Capital, LLC
State Registrations1 state
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