Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 100 Carr 115 Unit 1900, Rincon, PR, 00677 | $1,268,751,079 | 5 | 7 | A percentage of AUM, Performance Based |
2 | Carr. 115 Km 12.1 Avenue, Albizu Campos #2490 Bo. Pueblo Rincon, PR, 00677 | $496,533,364 | 1 | 2 | A percentage of AUM, Performance Based |
3 | Carr 429, Km 4.1, Bo. Barrero, Rincon, PR, 00677 | $347,589,981 | 2 | 8 | A percentage of AUM |
QualificationsFirm CRD# 304281
Assets Under Management $1,268,751,079
No. Of Clients5
Clients Per Financial Advisor1
PLEASANT LAKE PARTNERS LLC is a financial advisory firm situated in Rincon, Puerto Rico. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299642
Assets Under Management $496,533,364
No. Of Clients1
Clients Per Financial Advisor1
KENT LAKE PR LLC is a financial advisory firm situated in Rincon, Puerto Rico. With a nearly $497M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323280
Assets Under Management $347,589,981
No. Of Clients2
Clients Per Financial Advisor0
PRAETORIAN PR LLC is a financial advisory firm situated in Rincon, Puerto Rico. With a nearly $348M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.