Enrique Milan Rodriguez

Popular Securities, LLC

24 Years of Experience

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Firm Information

Popular Securities, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

56 advisors

Number of Clients

2,120 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.3B

Fee Structure

Minimum Investment:$50K

Popular Securities charges an annual advisory fee with a cap of 2.50% for the FMAX Program and 1.10% for the Fixed Income Program, calculated as a percentage of assets under management. The total client fee is negotiated on a case-by-case basis. Fees are charged quarterly in advance. Financial planning services are offered for a flat fee, which varies depending on the complexity of the plan.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningHigh Net Worth

Advisor Information

Office location

208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, San Juan, PR, 00918

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Regulatory History (2)

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