Cathlyn Junio is a registered investment advisor at Investment Management Solutions, INC., based in Tarzana, CA, with 1 years of industry experience. Cathlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3 clients with $9.6K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment Management Solutions recommends using a third-party investment advisor to manage your investments. As a co-advisor, Investment Management Solutions charges a fee based on a percentage of the assets managed by the third-party advisor. The maximum annual management fee is 2.00%, and this fee is negotiable and can be lowered by aggregating accounts within a household. The third-party advisor may also charge a platform fee. The total fees will not exceed 3% of assets under management. The management fee includes the third-party advisor's fee.
Location
18321 Ventura Blvd, Suite 840, Tarzana, CA, 91356
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Investment Management Solutions, INC.
State Registrations1 state
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