| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
All fees are negotiable.
Valencia
Get directionsNo 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 →Iris works as a Senior Investment Officer at Advisory Investor Services, LLC, spending about 10-20% of her time on client portfolio monitoring and risk analysis. She also works as a teacher at Universidad de Carabobo, dedicating minimal time.