Julio Roman is a registered investment advisor at Credicorp Capital Advisors LLC, based in Miami, FL, with 1 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 260 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Credicorp Capital Advisors offers investment management through a wrap fee program. Here's how the fees work:
- Regular Wrap Accounts (non-automated): Fees typically range from 0.25% to 2% annually, based on the value of your investments and the complexity of your portfolio. This fee covers securities transactions, brokerage, and custodian fees.
- Online (Automated) Advisory Accounts: Fees range from 1.00% to 1.50% annually, based on the value of your investments. This fee covers securities transactions, sub-advisory, brokerage, and custodian fees.
All fees are negotiable.
Location
1111 Brickell Avenue, Suite 2825, 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.
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Julio is a board member for Dom Real Estate SAS, dedicating minimal time. He also serves on the investment committees for Pontificia Universidad Javeriana and Perugia SAS, spending minimal time on each and receiving compensation for these roles.
Employment History
Current Registrations
Credicorp Capital Advisors LLC
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.