Roland Castro
Roland Castro is a registered investment advisor at Blueprint Capital Group LLC, based in Casseleberry, FL, with 3 years of industry experience. Roland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 51 clients with $6.8M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
1211 State Road 436, Suite 149, Casseleberry, FL, 32707
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 →Other Business ActivitiesSells Insurance
Roland is an insurance agent selling fixed insurance products through Blueprint Investment Group, LLC and as a sole proprietor. He also serves as CEO of C Suite Consulting LLC and owns RGC LLC for passive real estate and private equity investing.
Employment History
Current Registrations
Blueprint Capital Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Gfg Solutions
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 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.