Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
The firm offers online courses and workshops, with fees typically not exceeding $5,000 per course. The Membership Academy has annual subscription fees starting at $899 per year or $99 per month. Limited consulting services are subject to an hourly fee ranging from $200 to $1,000. The client pays no fees to the Firm in exchange for the Firm 's solicitation services.
Areas of Practice
Advisor Information
Office location
1900 Gallows Road, Suite 350, Tysons, VA, 22182
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
Alejandro is the owner and CEO of RISA, LLC, a company providing retirement income planning products for investment advisors. He promotes RISA through various channels, dedicating about 10-20% of his time during trading hours and minimal time outside trading hours.