KA
PFS
KA
PFS

Karlamary Aleman Aponte

16 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
455 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$697.8M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.40%
$25M+0.25%

Fees are negotiable based on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,500
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Location

Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR, 00968-8067

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Freedom Advisory
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Popular Securities, LLC
June 2013 - June 2017 · 4 yrs
Popular Securities, INC.
August 2011 - January 2012 · 5 mos
Popular Securities, LLCBroker
November 2009 - June 2017 · 7 yrs 7 mos
State Registrations2 states
PRTX
Advisor
Exams
No exam information available for this advisor.