Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Investment advisory fees range from 0.50% to 1.75% annually, based on assets under management. Model management fees for internally managed strategies range from 0.00% to 1.00% annually, typically between 0.20% and 0.50%. Third-party model management fees range from 0.35% to 1.00% annually. Fees are negotiable and based on factors like complexity, assets managed, and time involved. Financial planning fees are charged as a flat dollar amount or hourly fee.
Areas of Practice
Advisor Information
Office location
814 Ponce de Leon, Suite 500, Coral Gables, FL, 33134
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 ActivitiesSells Insurance
Alyssa operates under the DBA Castleview Partners, providing financial planning and investment management, dedicating about half of her time. She is also the President of Alyssa M. Guerra Wealth Management Inc., an entity for pass-through income, and an agent for fixed insurance sales, spending minimal time on this.