Yamara Beck
Yamara Beck is a registered investment advisor at Assetfusion, based in San Antonio, TX, with 18 years of industry experience. Yamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $16M 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2010Other Business ActivitiesSells Insurance
Yamara is an independent insurance agent for various companies, spending about half of her time on this and trading activities. She also engages in notary services, tax preparation, e-commerce sales, and works as an advisory representative of a registered investment advisor.
Employment History
Current Registrations
Assetfusion
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations1 state
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.