AT
AT

Adan M Torres

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
992 advisors
Number of Clients
52,436 clients
Average Client Portfolio
$368K average
Assets Under Management
$19.3B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $2.0M1.35%
$2M+1.10%

Fees may be negotiable.

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

5760 Crenshaw Blvd, Los Angeles, CA, 90043

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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
U.S. Bancorp Investments, INC.
May 2024 - Present · 1 yr 9 mos
U.S. Bancorp Investments, INC.Broker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Unionbanc Investment Services, LLCBroker
September 2022 - May 2023 · 8 mos
J.P. Morgan Securities LLCBroker
January 2020 - June 2022 · 2 yrs 5 mos
State Registrations4 states
AZCANVNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.