IQ
IQ

Ignacio Quiroz

23 Years of Experience
McKinney, TX
1 DisclosureBroker

Ignacio Quiroz is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in McKinney, TX, with 23 years of industry experience. Ignacio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,722 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
306 advisors
Number of Clients
212,722 clients
Average Client Portfolio
$89K average
Assets Under Management
$18.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K0.95%
$150K - $1000K0.90%
$1M+0.80%

Fees are not negotiable. Breakpoint reductions may apply based on products and services held through Transamerica.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

McKinney, TX

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History

Regulatory History (1)
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Criminal
March 1989
Final Disposition
Other Business Activities

Ignacio owns QRZ Real Estate Solutions LLC, investing in single-family properties since 2020, and owns Transforming Fathers, providing fitness, nutrition, and mindset coaching since 2023. Both activities require a few hours per week.

Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
January 2021 - Present · 5 yrs 9 mos
Transamerica Investors Securities, LLC
January 2021 - Present · 5 yrs 9 mos
Transamerica Investors Securities, LLCBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Advice and Planning Services
August 2012 - July 2019 · 6 yrs 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2007 - July 2019 · 11 yrs 8 mos
E*trade Securities LLCBroker
May 2002 - November 2007 · 5 yrs 6 mos
E*trade Securities, IncorporatedBroker
November 2000 - June 2001 · 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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