Ricardo Perez is a registered investment advisor at Freedom Advisory, based in Guaynabo, PR, with 1 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 528 clients with $880M 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 $1.0M | 1.25% |
| $1.0M - $6.0M | 1.00% |
| $6.0M - $16.0M | 0.60% |
| $16.0M - $41.0M | 0.40% |
| $41M+ | 0.25% |
Fees are negotiable based on factors including assets managed, anticipated future assets, and account composition.
Fee Estimator
Location
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR, 00968-8067
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
Freedom Advisory
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
- Giancarlo Mendez, CFPFreedom Advisory
- Roberto Vazquez, CFPFreedom Advisory
- Karlamary Aponte, PFSFreedom Advisory
- Pedro Gonzalez-Cerrud, CFAAtlas Asset Management LLC
- Luis Rodriguez, CFPMutual of Omaha Investor Services, INC.