Cesar
Pachon
We Family Offices
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About this Advisor
Cesar Pachon is a financial advisor based in Miami, Florida, working with We Family Offices. Cesar has previously held positions at Genspring Family Offices International, LLC and Genspring Family Offices, LLC. Cesar has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Cesar is part of We Family Offices, which operates out of Miami, Florida. The firm has one office and 59 employees. The firm manages assets totaling $13.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at We Family Offices includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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We Family Offices Brokerage Details
$13,909,416,024
59
108
$128,790,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cesar Pachon Work History
Genspring Family Offices, LLC
Genspring Family Offices International, LLC
Disclosures
Please visit the SEC profile of Cesar Pachon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at We Family Offices
Miami, FL
Miami, FL
New York, NY
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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