Simona Taurosevicius
Simona Taurosevicius is a registered investment advisor at A.G.P / Alliance Global Partners, based in Palm Beach Gardens, FL, with 13 years of industry experience. Simona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
Palm Beach Gardens, FL
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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 →Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Maxim Financial Advisors LLC
Maxim Group LLCBroker
Professional Planning Services
American Portfolios Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Maxim Group LLCBroker
State Registrations1 state
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