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Firm Information
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.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information
Office location
208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, San Juan, PR, 00918
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Popular Securities, LLC Broker
July 2022 - Present · 3 yrs 6 mos
Popular Securities, LLC
May 2019 - Present · 6 yrs 8 mos
State Registrations2 states
FLPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.