Norma Vicencio is a registered investment advisor at Fsam LLC, based in Guaynabo, PR, with 8 years of industry experience. Norma is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 158 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable. International accounts may be charged up to 2.00% annually. Third-party wrap programs and separately managed accounts involve separate program fees.
Fee Estimator
Location
GAM Tower, 2 Tabonuco Street, Suite 200, Guaynabo, PR, 00968
Get directionsHistory
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 →Other Business Activities
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.
Employment History
Current Registrations
Fsam LLC
First Southern, LLCBroker
State Registrations6 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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