Xavier Ibarrola is a registered investment advisor at Avanzza Investments LLC, based in The Woodlands, TX, with 24 years of industry experience. Xavier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1M+ | 0.90% |
Fees are maximum annual rates and are negotiable based on asset types, portfolio size, complexity, and client objectives.
Fee Estimator
Location
21 Waterway Ave., Suite 300, The Woodlands, TX, 77380
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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 →Employment History
Current Registrations
Avanzza Investments LLC
Previous Registrations
Acp Securities, LLCBroker
Banorte Securities International, LTD.Broker
Banorte Asset Management, INC.
Morgan Stanley
Morgan StanleyBroker
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
Bbva Investments INC.Broker
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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