Adrian Day is a registered investment advisor at Adrian Day Asset Management, based in Dorado, PR, with 34 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 146 clients with $120M 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 $100K | 2.00% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees and conditions may be negotiable on accounts starting with over $2 million.
Fee Estimator
Location
Lots 81-82, Street C, Ste. 206, Dorado, PR, 00646
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 1999Customer Dispute
December 1998Regulatory
October 1991Other Business Activities
Adrian operates Investment Consultants International d.b.a. Adrian Day's Global Analyst, an email publication, dedicating a few hours per week. He also works as a portfolio manager for Euro Pacific Asset Management LLC, spending nearly full-time hours on this role.
Employment History
Current Registrations
Adrian Day Asset Management
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.