Ian Rivero
Ian Rivero is a CFP-designated registered investment advisor at Power Wealth Management, based in Virginia Beach, VA, with 14 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 222 clients with $380M 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 | 0.90% |
Fees are negotiable and may range up to 0.90% annually based on various factors.
Fee Estimator
Location
Virginia Beach, VA
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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 →Other Business ActivitiesSells Insurance
Ian is an operating member of AIF LLC, a real estate holding company, spending minimal time on it. He is also a 100% owner of Capital Ventures, LLC, which owns 50% of Power Protection Strategies, LLC, a licensed insurance agency, and he is an independent insurance agent, spending about 10% of his time on these activities.
Employment History
Current Registrations
Power Wealth Management
Previous Registrations
Calamos Wealth Management LLC
Bakeravenue
Strategic Advisers, INC.
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.