Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
All fees are negotiable.
Fee Estimator
The firm charges an annual management fee between 0.50% and 2% based on assets under management. Fees are negotiable and can be paid in arrears or in advance. Consulting services are also available for a fixed fee, with a minimum hourly rate of $1,000/hour. Clients may terminate their agreements with 30 days' notice, and refunds are provided on a pro-rated basis for fees paid in advance.
Areas of Practice
Advisor Information
Office location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsRegulatory History (3)
Customer Dispute
December 2008Customer Dispute
May 2008Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Alfredo owns OIG Wealth Management, spending about half his time on sales and business development, and Oliva Investment Group, dedicating minimal time. He also sells fixed insurance products and provides practice management and coaching through Neo Alliance, dedicating about 10% of his time.