Maria Moronta is a registered investment advisor at Gamma Asset Management LLC, based in San Juan, PR, with 1 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 103 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable. Adviser may enter flat fee arrangements from time to time, typically for administrative services provided to clients.
Fee Estimator
Location
Edificio Ochoa 500 Calle De La Tanca, Suite 305, San Juan, PR, 00901-1969
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gamma Asset Management LLC
State Registrations1 state
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