Desiree Irizarry is a registered investment advisor at Popular Securities, LLC, based in Guaynabo, PR, with 22 years of industry experience. Desiree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,120 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Popular Securities provides investment management through the FMAX Program and fixed income managers. The annual advisory fee has a cap of 2.50% for the FMAX Program and 1.10% for the Fixed Income Program. The total client fee is negotiated and can be based on asset levels or a single fee rate. Program fees are charged separately by FMAX or the fixed income manager and are based on a percentage of assets under management, billed quarterly in advance. There is a minimum annual program fee. Popular Securities also receives compensation from Russell Investments for certain mutual fund sales.
Location
San Patricio Gallery, Avenida González Giusti Bloque 9, Guaynabo, PR, 00968
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2018Customer Dispute
February 2018Other Business Activities
Desiree is a volunteer board member at the Investment & Wealth Institute and spends minimal time on this activity. Desiree also owns rental property, generating income from short-term stays, and spends a few hours per week on this activity.
Employment History
Current Registrations
Popular Securities, LLC
Popular Securities, LLCBroker
Previous Registrations
R-G Investments CorporationBroker
State Registrations8 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.