Xiomara Vielman
Xiomara Vielman is a registered investment advisor at Commonwealth Financial Network, based in San Jose, CA, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
2021 the Alameda, Suite 225, San Jose, CA, 95126
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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 Registrations4 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.