Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
38 advisors
Number of Clients
221 clients
Average Client Portfolio
$845K average
Assets Under Management
$186.8M

Fee Structure

Minimum Investment:$50K
Hourly Rate:$300/hr

HJSCM charges an advisory fee based on assets under management, billed quarterly in advance unless billing in arrears is selected. The MPP has a minimum account balance of $50,000, but this may be waived. Fees are negotiable and typically range from 1.25% to 2.50% annually. Envestnet charges a $25 flat annual operational fee. Financial planning reports and analyses are billed at $300/hour with a 5-hour minimum, but this fee may be waived.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

2150 Post Road, Suite 301, Fairfield, CT, 06824

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alejandro is an investment adviser representative of HJ Sims Capital Management, dedicating minimal time to this role. The firm provides investment management services to high-net-worth individuals and related entities.

Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
June 2024 - Present · 1 yr 7 mos
Herbert J. Sims & Co, INC.Broker
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Stoever Glass Wealth Management, INC.
August 2022 - June 2024 · 1 yr 10 mos
Stoever, Glass & Company INC.Broker
December 2014 - June 2024 · 9 yrs 6 mos
Seidel & Co., LLCBroker
May 2006 - December 2014 · 8 yrs 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alejandro Michael Viteri - Financial Advisor | AdvisorDiscover