Daniela Asturias-Reguera is a registered investment advisor at We Family Offices, based in New York, NY, with 8 years of industry experience. Daniela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 112 clients with $18B 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 | 1.50% |
Legacy percentage-based fees typically range from 0.45% to 1.50% of assets under advisement. The firm's strong preference is for flat fee compensation arrangements.
Fee Estimator
Location
1270 Avenue of the Americas, Ste. 2101, New York, NY, 10020
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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
We Family Offices
State Registrations2 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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