Karlamary Aponte is a PFS-designated registered investment advisor at Freedom Advisory, based in Guaynabo, PR, with 16 years of industry experience. Karlamary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 528 clients with $880M 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 $1.0M | 1.25% |
| $1.0M - $6.0M | 1.00% |
| $6.0M - $16.0M | 0.60% |
| $16.0M - $41.0M | 0.40% |
| $41M+ | 0.25% |
Fees are negotiable based on factors including assets managed, anticipated future assets, and account composition.
Fee Estimator
Location
Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR, 00968-8067
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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
Freedom Advisory
Previous Registrations
Popular Securities, LLC
Popular Securities, INC.
Popular Securities, LLCBroker
State Registrations2 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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