ER
ChFC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
300 clients
Average Client Portfolio
$693K average
Assets Under Management
$208.0M
Fee Structure
Hourly Rate:$250/hr
Portfolio management fees are based on a percentage of assets under management, ranging up to 2% annually, billed quarterly in advance. Fees are negotiable. Financial planning and consulting services are offered at an hourly rate of $250. Pension consulting fees may range up to 1.00% of plan assets.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
7284 W Palmetto Pk Rd, Suite 108, Boca Raton, FL, 33433
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002Settled
Criminal
May 1998Final Disposition
Other Business ActivitiesSells Insurance
Elvis is the president of Sandryel Financial Holdings, though this is strictly for tax purposes and requires minimal time. He is also an insurance agent for a fixed insurance business since 2017.
Employment History
Current Registrations
Sky Alpha Asset Advisors
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Newbridge Financial Services Group, INC.
January 2015 - June 2023 · 8 yrs 5 mos
Newbridge Securities CorporationBroker
December 2014 - June 2023 · 8 yrs 6 mos
International Assets Investment Management, LLC
June 2013 - January 2015 · 1 yr 7 mos
Cbg Wealth Management
March 2013 - July 2013 · 4 mos
Iaa Financial LLCBroker
September 2009 - January 2015 · 5 yrs 4 mos
Gunnallen Financial, INCBroker
February 2004 - October 2009 · 5 yrs 8 mos
Continental Broker-Dealer CORP.Broker
November 1998 - January 2004 · 5 yrs 2 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.