Deiya Pernas is a registered investment advisor at Silveroak Investments, LLC, based in Las Vegas, NV, with 10 years of industry experience. Deiya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 120 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SilverOak Investments provides investment management services for a fee based on a percentage of the assets they manage, generally ranging from 1.00% to 2.00% annually. Court Investment Services typically charges 1.25% annually. Fees are assessed quarterly, in advance, based on the average daily balance of assets. Fees may be negotiable. The firm also offers a fixed fee option, ranging from $1 to $2500 per month, depending on the account size, investment strategy, and attention required. A flat fixed fee of $25 per month may be assessed when the investment strategy is limited to cash or cash equivalents.
Location
Las Vegas, NV
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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 Activities
Deiya writes market-related research under Pernas Research for informational purposes, not to solicit investments. This activity takes a few hours per week and is uncompensated.
Employment History
Current Registrations
Silveroak Investments, LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
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.