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Lucas Fernando Rodriguez

Investire LLC

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About Lucas Fernando Rodriguez

Lucas Fernando Rodriguez is an Investment Advisor Representative for Investire LLC, registered with the state of Florida. Lucas has been an independent economic advisor since November 2014 and joined Investire LLC in December 2018. Lucas has a Series 65 license. Lucas specializes in portfolio management for individuals and businesses.

Firm Information

Lucas Rodriguez is currently registered with Investire LLC. Investire LLC is an investment advisor registered with the SEC. The firm manages approximately $45,043,596 in assets for 204 clients. Investire LLC offers portfolio management services to individuals, businesses, and other investment advisors. The firm primarily serves high net worth individuals, corporations, and other businesses.

$45.04M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lucas Rodriguez’s Registration & Firm History

NA

07/16/2019 - Present

Investire LLC (Buenos Aires )

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Licenses & Designations

IA

Issued 11/13/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lucas Fernando Rodriguez.
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