Andoni Yturralde
Andoni Yturralde is a registered investment advisor at Cross Border Wealth, LLC, based in New York, NY, with 15 years of industry experience. Andoni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 397 clients with $140M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable with each client. CBW charges a minimum monthly investment advisory fee of 100 USD for Interactive Brokers accounts and minimum quarterly investment advisory fee of 300 USD for Charles Schwab accounts.
Fee Estimator
Location
230 Park Avenue, 4th Floor West, New York, NY, 10169
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
January 2017Customer Dispute
September 2016Employment Separation After Allegations
February 2009Judgment / Lien
August 2008Employment History
Current Registrations
Cross Border Wealth, LLC
Previous Registrations
Devere USA INC.
Citigroup Global Markets INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 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.