ND
CFA
ND
CFA

Nathaly Darani

5 Years of Experience
Panama

Nathaly Darani is a CFA-designated registered investment advisor at In on Capital, based in Panama, with 5 years of industry experience. Nathaly 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 48 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
48 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$385.4M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees may be negotiable at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Torre BICSA, Calle Aquilino de la Guardia, Suite 3308, Panama

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nathaly is a director at In On Capital, S.A., an investment-related business, since 2019. She spends about a quarter of her time on relationship management during trading hours.

Employment History
Current Registrations
In on Capital
November 2020 - Present · 5 yrs 6 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.