Anthony Vasquez is a registered investment advisor at Avora Wealth LLC, based in San Antonio, TX, with 3 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Avora Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.75% to 1.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Avora Wealth. Fees are calculated monthly and deducted from your account. The fee may be negotiable.
Location
San Antonio, TX
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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 →Other Business ActivitiesSells Insurance
Anthony is a licensed sales representative for Reliance Financial Partners, selling fixed-indexed annuities and indexed-universal life insurance. This activity takes the majority of Anthony's time.
Employment History
Current Registrations
Avora Wealth LLC
Previous Registrations
Reliance Wealth Management
Coppell Advisory Solutions LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.