Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
All fees are negotiable.
Fee Estimator
AIS typically charges an annual management fee ranging from 0.75% to 2.00% of the account's net asset value, and all fees are negotiable. The fee is based on the total assets in the account. Clients may pay higher fees for securities purchased on margin. Refunds are given on a prorated basis if the agreement is terminated early. After termination, standard hourly consulting fees of $500/hr apply for additional requests. The minimum account size is generally $1,000,000, but lesser amounts may be accepted at the Adviser's discretion.
Areas of Practice
Advisor Information
Office location
Valencia
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 Activities
Iris works as a Senior Investment Officer at Advisory Investor Services, LLC, spending about 10-20% of her time on client portfolio monitoring and risk analysis. She also works as a teacher at Universidad de Carabobo, dedicating minimal time.