Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MMLIS offers advisory programs with different fee structures. Some programs have lower maximum fees, which could result in lower client fees. IA-Reps may be incentivized to recommend programs with higher fees. When Affiliated Funds are held in qualified retirement plan accounts and IRAs the account will not be charged the Execution, Clearing and Custody Fee or the Advisor Fee for the portion of the account invested in the Affiliated Funds. The account will be charged any other applicable fees.
Areas of Practice
Advisor Information
Office location
Plaza 273 Suite 1400, Ponce De Leon Avenue, San Juan, PR, 00917
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
Adalberto is an insurance broker, acting as an agent for life insurance since 2008. He dedicates a few hours per week to this activity, with a portion of that time spent on trading.