Maria Colon is a registered investment advisor at Caf Investments LLC, based in Guaynabo, PR. Maria 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Avenida Esmeralda #5, Second Floor, Guaynabo, PR, 00969
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Caf Investments LLC
State Registrations1 state
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