Valeria Primero
Valeria Primero is a registered investment advisor at Horizons Sustainable Financial Services, INC., based in Santa Fe, NM, with 2 years of industry experience. Valeria 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, Insurance Planning, and 4 more. Their firm serves 310 clients with $150M 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 $200K | 1.25% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.97% |
| $2.0M - $3.0M | 0.89% |
| $3.0M - $5.0M | 0.81% |
| $5M+ | 0.81% |
Rates shown are for Schwab Mutual Fund / ETF portfolios. Schwab Fixed Income Only portfolios range from 0.45% to 0.70%, and Goldman third-party manager portfolios range from 0.60% to 1.20%. Fees are negotiable.
Fee Estimator
Location
535 Cerrillos Road, Suite A2, Santa Fe, NM, 87501
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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 →Employment History
Current Registrations
Horizons Sustainable Financial Services, INC.
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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