Adrian Devoto is a registered investment advisor at Corient, based in San Antonio, TX, with 18 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
112 E. Pecan St., Suite 525, San Antonio, TX, 78205
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Regulatory 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.
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Adrian is a part owner of Debros Properties LLC, a real estate investment company created in 2014. He spends minimal time on this activity and has no assigned duties.
Employment History
Current Registrations
Corient
Previous Registrations
Intercontinental Wealth Advisors, LLC
Intercontinental Asset Management Group, LTD.Broker
State Registrations1 state
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