Maria Torne is a registered investment advisor at Advisory Investor Services LLC, based in Miami, FL, with 32 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 172 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Location
1395 Brickell Avenue, Suite 1560, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Maria owns rental property and is an investment advisor with Investor Advisory Services, spending nearly full-time servicing clients. She also manages MFT Investgroup LLC for personal accounting and Mafern LLC for personal real estate investment, dedicating no time to these activities.
Employment History
Current Registrations
Advisory Investor Services LLC
Miura Capital, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations3 states
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.