Oduardo Periu
Oduardo Periu is a registered investment advisor at Interactive Financial Advisors, based in Joliet, IL, with 25 years of industry experience. Oduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,307 clients with $240M 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 $25K | 2.45% |
| $25K - $50K | 2.40% |
| $50K - $250K | 2.30% |
| $250K - $500K | 1.91% |
| $500K - $1.0M | 1.82% |
| $1M+ | 1.70% |
Rates reflect the maximum range for non-403b Invest With Trust accounts. Fees are negotiable for Invest With Trust services. Accounts also incur quarterly service fees of $10 to $18.75.
Fee Estimator
Location
911 Richmond St., Joliet, IL, 60435
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Oduardo works as an investment advisory representative for Interactive Financial Advisors, taking about half of his time. He also works as a sales associate for Blue Cross Blue Shield of Illinois selling health insurance products, dedicating about 10-20% of his time, and is an investor in Perigan Properties LLC.
Employment History
Current Registrations
Interactive Financial Advisors
Previous Registrations
Gwn Securities INC.
Great American Advisors, INC.
Pmg Asset Management INC
Pmg Securities Corporation
Pmg Asset Management INC
State Registrations1 state
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
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