Rogerio Junior is a registered investment advisor at Aston Capital Management, based in Coral Gables, FL, with 2 years of industry experience. Rogerio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 25 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aston Capital Management's fees for individual clients are determined on a client-by-client basis and are based on the market value of the assets under management at the end of each calendar quarter. The typical investment advisory fee is 0.3% plus 10% over SOFR + Hurdle annually, subject to a minimum annual fee of $12,000. Some individual clients pay only a percentage of the annual gains without a hurdle. Fees may be negotiable.
Location
355 Alhambra Circle,, Suite 1350, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aston Capital Management
State Registrations1 state
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