AsesorDeInversiones.com LTD (ADI) offers investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies across various investment products like stocks, bonds, and mutual funds, and preparing written investment strategies. ADI provides discretionary investment advisory services through managed account programs, assisting clients in determining suitability. The firm's representatives are compensated through a single, comprehensive fee.
Assets Under Management$1.3M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are charged monthly in arrears. Consulting services are included in these fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.