Pamela Yaroma is a CFP-designated registered investment advisor at Sovran Advisors, LLC, based in Pasadena, CA, with 10 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 4,018 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sovran Advisors charges an asset-based fee for investment management services, calculated as a percentage of your portfolio. The total fee includes an advisor fee, a technology fee of 0.06% per year, and potential model fees ranging from 0.01% to 0.13% per year depending on the selected portfolio model. Advisor fees can be tiered, flat, or linear, and the total fee will not exceed 2.0% of assets under management per year. Fees are calculated monthly in arrears based on the average daily balance of your account. Minimum account sizes generally start at $25,000 for standard programs, though specific platform requirements may vary.
Location
150 S Los Robles Ave, Suite 750, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pamela works as an investment advisor representative for Sovran Advisors DBA Greater Pacific Solutions, an SEC registered investment advisory firm, dedicating full-time hours to financial planning and asset management. She also works full-time as a financial advisor for Integrative Wealth Partners, Planning-Investing-Insurance Solutions, providing fee-based financial planning and advisory services.
Employment History
Current Registrations
Sovran Advisors, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations8 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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