Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
Popular Center, 208 Ponce de Leon Ave., 4th Floor, San Juan, PR, 00918
Get directionsRegulatory 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 ActivitiesSells Insurance
Carlos is a full-time employee as a Manager in the Life & Retirement Practice at Popular Risk Services, a banking business. This activity is investment-related.