Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCA charges hourly, fixed, or subscription-based fees for financial planning and consulting, typically ranging from $100 to $750 per hour, $100 to $1,000 monthly, or a fixed fee of $500 to $50,000. Financial institution consulting services are billed at approximately 0.45% to 0.60% annually based on assets under management. The brochure mentions advisory fees based on assets under management, but does not provide a fee table or specific percentages.
Areas of Practice
Advisor Information
Office location
11 First Avenue NW, Hampton, IA, 50441
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Belen owns Compro Casa, LLC, managing rental properties and dedicating minimal time to it. She is also a licensed insurance agent, offering various fixed insurance products and spending about a quarter of her time on this activity. Belen volunteers as a board member for Kiwanis Club and owns Franklin Financial Services, which is the operating entity for her advisory and insurance business, taking up nearly full-time.