Ana Olaya is a registered investment advisor at Uncaged Impact, based in Scottsdale, AZ. Ana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 10.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | Included |
Under $1,000,000 is a flat fee of $10,000. Over $10,000,000 is a maximum flat fee of $50,000. If Uncaged Impact utilizes Betterment, Betterment charges a wrap fee ranging from 0.12% to 0.20%.
Fee Estimator
Location
Scottsdale, AZ
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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
Uncaged Impact
State Registrations1 state
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