| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable. Annual fees in international advisory accounts may range up to 2%.
GAM Tower, 2 Tabonuco Street, Suite 200, Guaynabo, PR, 00968
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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 →Norma co-owns an online boutique called Lola & Nella and is an Executive Consultant for Rodan and Fields, both since 2018, dedicating minimal time to each. She also works as a marketing partner selling Monat haircare products, spending a few hours per week.