Advisor at Thureos Asset Management LLC
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Firm
Thureos Asset Management LLC
Location
Miami, FL 33130
Credentials
Series 66
Industry experience
10 years
Natalia Rodriguez is a financial advisor at Thureos Asset Management LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including TD Private Client Wealth LLC, Santander Bank, and MFS Institutional Advisors. She has been with Thureos Asset Management since 2020. Thureos Asset Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm manages approximately $28 million in assets, using a blend of fundamental, technical, and charting analysis to guide portfolio decisions within a discretionary mandate.
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 1.15% annually $3,000,000.01 - $5,000,000: 1.05% annually $5,000,000.01 - $10,000,000: 0.95% annually $10,000,000.01+: 0.85% annually
$200 per hour for financial planning
Account minimum: $500,000 (may be lowered or waived in certain instances)
66 W. Flagler St., 9 Th Fl, Suite 9078
Miami, FL 33130
Florida
Thureos Asset Management LLC.;
2020 - Present (6 years)
TD Private Client Wealth LLC
2019 - 2020 (1 year)
Santander Bank, NA
2018 - 2019 (1 year)
Santander Securities, LLC
2017 - 2019 (2 years)
MFS Institutional Advisors Inc.
2015 - 2017 (2 years)
MFS Fund Distributors, Inc.
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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