Monica Izquierdo is a registered investment advisor at True Wealth Advisory Group, based in Miami Beach, FL, with 8 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 99 clients with $230M 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 $2.0M | 1.15% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $250.0M | 0.35% |
| $250M+ | 0.30% |
Fees are negotiable based on client circumstances.
Fee Estimator
Location
Miami Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
True Wealth Advisory Group
Previous Registrations
True Wealth Advisory Group
Hightower Advisors, LLC
State Registrations1 state
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