Adhali Larios-Hernandez
Adhali Larios-Hernandez is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Washington, IA, with 6 years of industry experience. Adhali 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 212,722 clients with $19B 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 $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
Fees are not negotiable. Breakpoint reductions may apply based on products and services held through Transamerica.
Fee Estimator
Location
Washington, IA
Get directionsHistory
Regulatory History (1)
Financial
June 2017Other Business Activities
Adhali serves in the US Army Reserves, dedicates a few hours per week, and is a landlord for a rental property, dedicating minimal time. Adhali is also a board member for the Washington Public Library, dedicating minimal time annually.
Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities, LLCBroker
Transamerica Investors Securities, LLC
Previous Registrations
Equitable Advisors, LLCBroker
State Registrations52 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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