Hugo Calder

1 Year of Experience

Guaynabo, PR

1 Disclosure

Hugo Calder is a registered investment advisor at Caf Investments LLC, based in Guaynabo, PR, with 1 years of industry experience. Hugo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 438 clients with $40M in assets under management.

Caf Investments LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

438 clients

Average Client Portfolio

$92K average

Assets Under Management

$40.5M

Fee Structure

Minimum Investment:$10K

CAF Investments charges a one-time $490 setup fee for new clients to cover onboarding and financial planning work. In addition, they charge an annual fee of 2.00% of your portfolio. These fees are negotiable. For qualified clients, they also charge a 30% performance fee based on capital appreciation.

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Location

Avenida Esmeralda #5, Second Floor, Guaynabo, PR, 00969

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History

Regulatory History (1)

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Regulatory

January 2024

Final

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Employment History

Current Registrations

Caf Investments LLC

October 2024 - Present · 1 yr 7 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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