Rafael Cuchacovich is a registered investment advisor at Steerson Advisors, based in Santiago, with 2 years of industry experience. Rafael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steerson Advisors' fee is based on a percentage of realized capital gains, not on the value of your portfolio. The percentage is 10% over realized capital gains on variable income securities and 5% for interest-bearing securities. The fee is calculated only on positions and securities the client has purchased and sold under the firm's recommendation. The fee is earned on investments sold or interests earned and becomes payable within ten calendar days. If the service is terminated, all unrealized positions are deemed realized, and the fee is computed at closing prices as of the termination date.
Location
Santiago
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Steerson Advisors
State Registrations1 state
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