Ines Beretervide is a registered investment advisor at Shellman Investment Management, LLC, based in Montevideo, with 1 years of industry experience. Ines operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $160M 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 $1.0M | 1.22% |
| $1.0M - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.74% |
| $3M+ | 0.50% |
Associated Persons of the firm receive a 50% discount of advisory fees. Fees are not negotiable.
Fee Estimator
Location
Montevideo
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ines is a Commercial Director at Shellman SA, a financial industry affiliate of Shellman Investment Management LLC, located in Montevideo, Uruguay. She dedicates about half her time to Shellman SA and the other half to Shellman Investment Management LLC.
Employment History
Current Registrations
Shellman Investment Management, LLC
State Registrations1 state
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