JI
JI

Jose Antonio Colberg Iturregui

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
16 advisors
Number of Clients
165 clients
Average Client Portfolio
$684K average
Assets Under Management
$112.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.35%
$1.0M - $2.0M1.10%
$2M+1.00%

Fees are negotiable. Annual fees in international advisory accounts may range up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

GAM Tower, 2 Tabonuco Street, Suite 200, Guaynabo, PR, 00968

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History

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
Fsam LLC
August 2020 - Present · 5 yrs 6 mos
First Southern, LLCBroker
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Herbert J. Sims & CO, INC.Broker
October 2018 - June 2020 · 1 yr 8 mos
State Registrations9 states
FLGAIAMANYPAPRTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.