Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alterna Wealth charges an annual advisory fee, typically 1.25% of assets under management, but this is negotiable based on factors like account size and services provided. Fees are calculated and charged monthly in arrears. The standard fees for models/strategies range from 1.00%-2.00%, and accounts invested in these strategies are subject to an annual 0.02% Service Fee. Clients may pay other fees associated with their account, including brokerage commissions and custodial fees.
Areas of Practice
Advisor Information
Office location
2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056
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
Francisco is the sole member of Tamasta Management, LLC, a personal holding company for real estate transactions, dedicating minimal time to it. He also owns Maza Securities LLC, which is not a registered firm but was used for independent production and expense payments.