Maria Moronta is a registered investment advisor at Gamma Asset Management LLC, based in Punta Cana, with 1 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 103 clients with $420M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable. Flat fee arrangements may be entered into for administrative services.
Fee Estimator
Location
Punta Cana
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gamma Asset Management LLC
State Registrations1 state
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Exams
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