Yadira Garcia
Yadira Garcia is a registered investment advisor at Asset Management Strategies, INC., based in Indianapolis, IN, with 23 years of industry experience. Yadira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,038 clients with $210M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. Current client relationships may exist where the fees are lower than the fee schedule above. In certain circumstances, client’s fees may be charged as a flat amount or per hour for specific services.
Fee Estimator
Location
450 E. 96th Street, Suite 500, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2016Customer Dispute
April 2011Other Business Activities
Yadira owns two rental properties and is responsible for their maintenance and tenant management. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Asset Management Strategies, INC.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Princor Financial Services CorporationBroker
Raymond James Financial Services, 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.