Miguel Dajer-Rodriguez
Miguel Dajer-Rodriguez is a CFP-designated registered investment advisor at Precision Financial Services, based in Mine Hill, NJ, with 1 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 528 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is negotiable up to 1.50% of assets under management. Available on a wrap or non-wrap fee basis.
Fee Estimator
Location
350 Us Highway 46, Mine Hill, NJ, 07803
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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 →Other Business Activities
Miguel owns Apex Bookkeeping LLC, a bookkeeping business, since 2018. He spends about 10-20% of his time on this activity, none of which occurs during securities trading hours.
Employment History
Current Registrations
Precision Financial Services
State Registrations1 state
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.
Exams
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