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Credentials
Series 65
Experience Industry experience
7 years
Location
Remote
Investire LLC
Supported
Total advisors
2Clients per advisor
49 TypicalAvg AUM per client
$252,526 Very LowHNW client ratio
7% Very LowLucas Rodriguez is a Series 65 licensed advisor with seven years of industry experience. He has worked at Investire LLC since 2018 and previously served as an independent economic advisor from 2014 to 2018. Rodriguez is also the owner and advisor of Superavit Asset Management SAS, an investment advisory firm based in Argentina. Investire LLC provides discretionary portfolio management and advisory services to individual, high-net-worth, and institutional clients, including sovereign wealth entities and non-U.S. investors. The firm’s investment approach combines quantitative models with fundamental and technical analysis, employing both tactical and strategic asset allocation methods.
Flat fees may be charged and billed monthly, quarterly, or annually; exact amounts are negotiable and specified in client agreements.
Negotiable up to a maximum of 2.0% annually
Performance fees up to a maximum of 20%, charged quarterly or annually, for qualified clients complying with SEC Rule 205-3.
Account minimum: $100,000 Fee-only: Annual advisory fees up to a maximum of 2.0% annually, negotiable; fees are charged based on assets under management.
Florida
7 years of industry experience
Investire LLC
2018 - Present • 8 years
Buenos Aires
Independent Economic Advisor
2014 - 2018 • 4 years
Buenos Aires
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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