Ignacio Tejera
Ignacio Tejera is a registered investment advisor at Truist Advisory Services, INC., based in Coral Gables, FL, with 24 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 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
201 Alhambra Circle, 14th Floor, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2026Customer Dispute
September 2024Customer Dispute
October 2020Customer Dispute
July 2013Other Business Activities
Ignacio is a landlord for a one-bedroom apartment in Miami, FL, since 2014. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
State Registrations20 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.
Exams
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