Francisco Vega is a registered investment advisor at Inversiones Sura, based in Santiago, with 1 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 249 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SURA charges an annual fee, negotiated per client, up to 2.00% based on the complexity of the portfolio and individual needs. Fees are calculated as a percentage of the value of your investments and charged quarterly. You can terminate the agreement at any time with reasonable notice.
Location
Av Apoquindo 4820. Piso 16, Las Condes, Santiago, 7550000
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Francisco is an associate at SURA Servicios Profesionales SA, an investment-related business located in Chile. This activity takes about a quarter of his time.
Employment History
Current Registrations
Inversiones Sura
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.