Tiffany Delarosa
Tiffany Delarosa is a registered investment advisor at Meridian Venture Partners, INC, based in Long Beach, CA, with 2 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 20 clients with $300K 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Specialty/Alternative investments (including cryptocurrency) would be charged up to 1.50% of assets under management, in addition to fee schedule above for a total fee of up to 3.00%. Fees are negotiable.
Fee Estimator
Location
Long Beach, CA
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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
Tiffany is a licensed insurance agent with Universal Wealth. She also co-owns and works as an administrative assistant at Diamond Senior Living, assisting with scheduling and procuring supplies.
Employment History
Current Registrations
Meridian Venture Partners, INC
Previous Registrations
Encompass More Investments, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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.