Popular Securities, LLC
Assets Under Management
$2.3B
Number of Clients
2,120
Number of Advisors
56
Average Client AUM
$1.1M
AUM per Advisor
$40.4M
Compensation
Fee-Only (AUM)
About This Firm
Popular Securities provides investment advisory services through the Fidelity Managed Account Xchange Program (FMAX) and a Fixed Income Program. Services include financial planning, fund strategist portfolios, unified managed accounts, separately managed accounts, and advisor-directed models. They offer advice on various securities, including equities, corporate debt, municipal securities, mutual funds, and ETFs. Financial planning services are also available.
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
Location
Popular Center, 208 Ponce De Leon, Suite 1200, Hato Rey, PR, 00918