Julian Siri is a registered investment advisor at Investire LLC, based in Buenos Aires, with 6 years of industry experience. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 132 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investire manages investment accounts for an annual fee based on a percentage of the value of your portfolio. The fee is calculated on the average daily balance and is billed at the end of each month. The exact fee is negotiable, up to a maximum of 2.0% annually. Investire may also charge a performance fee to certain qualified clients, up to a maximum of 20%. Flat fees may also be charged, billed monthly, quarterly, or annually.
Location
Buenos Aires
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Investire LLC
State Registrations1 state
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