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Rodrigo C Rego

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
240 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$447.0M

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$3,750
Hourly Rate:$500/hr

Fees for discretionary accounts generally range from 1.50% to 2.50% per year, with a minimum of $3,750 per quarter. Non-discretionary accounts start at 1.50% per year, with a minimum of $1,250 per quarter. Hourly fees for non-discretionary accounts are $500 per hour. Portfolio consolidation services range from $1,000 to $5,000 per month, plus a one-time setup fee of $3,000 to $5,000. All fees are subject to negotiation.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

1450 Brickell Ave, Suite 2610, Miami, FL, 33131

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rodrigo is the CEO of Azimut Genesis Holdings LLC, a holding company for Azimut Genesis Advisors LLC and AZG Capital LLC. This is a full-time role, with a significant portion of his time dedicated to securities trading.

Employment History
Current Registrations
Azimut Genesis Advisors
June 2005 - Present · 20 yrs 7 mos
Previous Registrations
Azg Capital
June 2011 - December 2024 · 13 yrs 6 mos
Genesis Fund Management LLC
June 2011 - December 2021 · 10 yrs 6 mos
Bsi Investment Advisors LLC
October 2002 - May 2005 · 2 yrs 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Rodrigo C Rego - Financial Advisor | AdvisorDiscover