Jose Iturregui is a registered investment advisor at Fsam LLC, based in Guaynabo, PR, with 7 years of industry experience. Jose is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 158 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable. International accounts may be charged up to 2.00% annually. Third-party wrap programs and separately managed accounts involve separate program fees.
Fee Estimator
Location
GAM Tower, 2 Tabonuco Street, Suite 200, Guaynabo, PR, 00968
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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
Fsam LLC
First Southern, LLCBroker
Previous Registrations
Herbert J. Sims & CO, INC.Broker
State Registrations4 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.
Exams
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