Jack Rio is a registered investment advisor at Par5 Advisors LLC, based in Miami, FL, with 1 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $16M 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 | 2.50% |
| $250K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiable at Par5 Advisors' discretion. Fees do not include service charges assessed by Par5 Capital, an affiliated broker-dealer.
Fee Estimator
Location
600 Brickell Avenue, Suite 2520, Miami, FL, 33131
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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
Par5 Advisors LLC
Par5 Capital & CO LLCBroker
Previous Registrations
BMO Capital Markets CORP.Broker
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.