Thinkbetter
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Overview
Thinkbetter is a financial advisory firm based in Luguillo, . The company has $174.5 million in assets under management across nine client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). Thinkbetter has a small group, including 3 financial advisors. Thinkbetter is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like equities, options and bonds.
Thinkbetter oversees two of the firm's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices for the client's account without requiring the customer's approval. The firm also manages seven non-discretionary accounts totaling $141.7 million in assets. Thinkbetter supervises about $19.4 million for each customer account. An average advisor at Thinkbetter oversees around three client accounts, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is located at 110 St Carrenta Hacienda Margarita, Luguillo, 773. Thinkbetter is allowed to serve customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Thinkbetter by the Numbers
$174.5 million
3
9
$19.4 million
Fee Structure
Financial management fees usually are based on which service is provided. Fees charged by the firm most likely are comprised of any blend of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Thinkbetter caters to retail investors, investment companies and corporations. Out of its nine customers, Thinkbetter's biggest client type is corporations. None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 10%
- Corporations - 90%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Thinkbetter
Dorado, PR
Luguillo, PR
Sarasota, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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