Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
24 advisors
Number of Clients
1,285 clients
Average Client Portfolio
$958K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

Alterna Wealth charges an annual advisory fee, typically 1.25% of assets under management, but this is negotiable based on factors like account size and services provided. Fees are calculated and charged monthly in arrears. The standard fees for models/strategies range from 1.00%-2.00%, and accounts invested in these strategies are subject to an annual 0.02% Service Fee. Clients may pay other fees associated with their account, including brokerage commissions and custodial fees.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056

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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

Maribel owns rental property in Miami, FL, since 2019 and collects monthly rent. She spends minimal time on this activity.

Employment History
Current Registrations
Alterna Wealth Management, INC.
July 2024 - Present · 1 yr 6 mos
Alterna Securities, INC.Broker
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Citigroup Global Markets INC.
March 2010 - April 2024 · 14 yrs 1 mo
Citigroup Global Markets INC. Broker
March 2010 - April 2024 · 14 yrs 1 mo
Stanchart Securities International, INC.Broker
July 2008 - January 2010 · 1 yr 6 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.