Irma Escudero is a registered investment advisor at 9d Capital LLC, based in Forest Hills, NY, with 3 years of industry experience. Irma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 7 clients with $9.6M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable and may vary from the schedule above to reflect circumstances that may apply to a specific client or account.
Fee Estimator
Location
Forest Hills, NY
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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
9d Capital LLC
Previous Registrations
9d Capital LLC
Capital Trust and Associates LLC
State Registrations1 state
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.