Ivan Thornberry
Ivan Thornberry is a registered investment advisor at Foundations Investment Advisors LLC, based in Murrieta, CA, with 11 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
24630 Washington Ave, Suite 202, Murrieta, CA, 92562
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2013Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Grow with Me
Creative Benefits INC.
Client One Securities LLC
Prudential Financial Planning Services
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.
Exams
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