Natalia Ivanova is a registered investment advisor at Newgen Wealth Creation LLC, based in Rincon, PR, with 8 years of industry experience. Natalia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 19 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1.0% AUM fee applies to the Comprehensive Wealth Planning service. The Life/Wealth Coaching service has a flat annual fee of $2,496 for clients with assets under $500,000.
Fee Estimator
Location
Rincon, PR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Newgen Wealth Creation LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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