Hairo Pena is a registered investment advisor at Strategic Wealth Investment Group, LLC, based in Tampa, FL, with 1 years of industry experience. Hairo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,900 clients with $1.4B 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on services requested and engagement complexity. Billed monthly in arrears.
Fee Estimator
Location
3030 North Rocky Point Blvd, Suite 100, Tampa, FL, 33607
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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
Hairo is a sole proprietor engaged in house flipping through Hairo Rodriguez LLC since May 2022. He spends a few hours per week managing home renovations and sales.
Employment History
Current Registrations
Strategic Wealth Investment Group, 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.
Exams
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