Yvette Barrera
Yvette Barrera is a registered investment advisor at Foundations Investment Advisors LLC, based in New Braunfels, TX, with 5 years of industry experience. Yvette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
314 E Common St, New Braunfels, TX, 78130
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Yvette is a board of trustee member for New Braunfels Utilities, dedicating a few hours per week. She also sells Medicare supplements and prescription drug plans for ID Life, and works as a sales agent for Magellan Insurance, reviewing insurance and annuity plans for clients, taking about a quarter of her time.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Texas Financial Advisory
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.
Exams
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