Edgardo Chamorro is a registered investment advisor at Swan Global Management, based in Humacao, PR, with 3 years of industry experience. Edgardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,969 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Swan Global Management charges a percentage of the total amount you invest. This fee is negotiable and ranges from 1.00% to 2.00% per year. The fee is calculated daily, monthly, or quarterly, as agreed upon in your client agreement.
Location
20 Ridge Top Dr., Palmas Del Mar, Humacao, PR, 00791
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Swan Global Management
State Registrations1 state
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