Advisor at Genesia Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Rafael Villagran is a financial advisor at Genesia Investments LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including NWAM, LLC and Coldstream Securities Inc. Outside of his advisory role, he publishes newsletters and provides quantitative research and consulting for institutional clients through Villagran Investments LLC. Genesia Investments provides investment sub-advisory and portfolio consulting services exclusively to other registered investment advisors. The firm combines proprietary quantitative programs with Strategic Portfolios based on Modern Portfolio Theory, primarily using low-cost ETFs within an open-architecture framework.
Based on Genesia Investments LLC
Based on Genesia Investments LLC
$0 - $250,000: Effective rate higher than 0.40% due to $1,000 minimum for V-Signal® Portfolios $0+: 0.40% annually for V-Signal® Portfolios $0+: 0.20% (20 bps) annually for Strategic Portfolios Core (Full and Simplified) $0+: 0.30% (30 bps) annually for Strategic Portfolios Tax Aware (Full and Simplified) $0+: 0.40% (40 bps) annually for Strategic Portfolios Customized Tax Aware (Full only)
$350/hour for special projects and other investment services
Standard subscription fees: $100/month or $300/quarter for Fundamental Research Commentaries; Premium subscription: $200/month or $600/quarter for first advisor, $50/month or $150/quarter for additional advisors (up to 10); V-Signal Newsletter: $250/month or $750/quarter; V-Signal Model Portfolio: $1,500/quarter; Strategic Model Portfolio: $750/quarter
Minimum fee: $1,000 per year minimum per Account for V-Signal® Portfolios; $500 per year minimum per Account for Strategic Full Core Portfolios; $300 per year minimum per Account for Strategic Simplified Core Portfolios; $20,000 minimum annual fee for Portfolio Management Consulting without implementation; $50,000 minimum annual fee for Consulting with Implementation & Trading Fee-only: Portfolio Management Consulting fees on graduated schedule starting at 5 bps on first $50 million AUM, with minimum $20,000 annual fee; with Implementation & Trading starting at 15 bps on first $50 million AUM, with $50,000 minimum annual fee
Greer, SC
South Carolina
Genesia Investments LLC
2023 - Present (3 years)
NWAM, LLC
2021 - 2024 (3 years)
Villagran Investments LLC
2019 - Present (7 years)
Coldstream Securities Inc
2016 - 2019 (3 years)
Coldstream Wealth Management
2016 - 2019 (3 years)
The Villagran Matrix LLC
2014 - 2016 (2 years)
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