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Adilberto Torres

16 Years of Experience
Littleton, CO

Adilberto Torres is a registered investment advisor at Pacific Income Advisers INC, based in Littleton, CO, with 16 years of industry experience. Adilberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,673 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
2,673 clients
Average Client Portfolio
$842K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.35%
$10.0M - $50.0M0.30%
$50M+0.25%

Rates shown reflect Core Plus and similar strategies. High Yield strategies range from 0.50% down to 0.40%, and Small Cap equity strategies range from 1.00% down to 0.70%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Littleton, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adilberto is a board trustee for the Fire & Police Pension Association of Colorado since 2016, dedicating minimal time. He is also a member of the Investment Committee for the Colorado Health Foundation since 2020, also dedicating minimal time.

Employment History
Current Registrations
Pacific Income Advisers INC
March 2010 - Present · 16 yrs 7 mos
State Registrations2 states
CACO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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