KA
PFS

Karlamary Aleman Aponte

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
455 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$697.8M

Fee Structure

Minimum Investment:$250K
Financial Plan Fee:$2,500 - $7,500
Hourly Rate:Up to $250/hr

Freedom Advisory charges fees based on a percentage of assets under management, ranging from 0.25% to 1.25% per year. The minimum to establish and maintain a managed account is $250,000. Financial planning services are offered for a fixed fee, not exceeding $7,500, based on client net worth. Hourly consulting is available at $250 per hour, negotiable based on the client's situation.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

Centro Internacional De Mercadeo, 90 Carr 165 Ste 505, Guaynabo, PR, 00968-8067

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Freedom Advisory
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Popular Securities, LLC
June 2013 - June 2017 · 4 yrs
Popular Securities, INC.
August 2011 - January 2012 · 5 mos
Popular Securities, LLC Broker
November 2009 - June 2017 · 7 yrs 7 mos
State Registrations2 states
PRTX
Advisor
Exams
No exam information available for this advisor.