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 $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Financial planning is charged at an hourly rate of $250, which is negotiable. Asset management fees are based on a percentage of assets managed, as detailed in the fee schedule. For assets held on the Pontera Inc. platform, the annual fee is a flat 1.00%. Fees are billed and payable quarterly in advance. The advisory fee is negotiable depending on individual client circumstances.
Areas of Practice
Advisor Information
Office location
San Juan, PR
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
Yulia works as a research analyst and investment advisor for Jackson Investment Management, LLC since January 2022. This takes about half of her time, including half her time during securities trading hours.