Xiomara Vielman
Xiomara Vielman is a registered investment advisor at Commonwealth Financial Network, based in San Jose, CA, with 24 years of industry experience. Xiomara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
2021 the Alameda, Suite 225, San Jose, CA, 95126
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Xiomara sells fixed insurance, dedicating about 10% of her time to this activity. She is also a co-owner of JJXR, LLC, an entity managing office real estate, spending minimal time on this.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations5 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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