LR

Leslie Katherine Tovar Rosado

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
137 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$192.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $300K1.50%
$300K - $600K1.35%
$600K - $1.0M1.25%
$1.0M - $3.0M1.10%
$3M+0.75%

Fees may be negotiated under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$250/hr

The annual investment management fee is based on a percentage of assets under management, ranging from 0.55% to 1.50%. Fees are billed quarterly in arrears. Financial planning and consulting services are also available on a stand-alone basis, starting at $250 per hour, which may be negotiable. AFA generally requires a minimum of $500,000 of investable assets to become a client, but this may be waived or modified.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

8260 Greensboro Drive, Suite 125, Mclean, VA, 22102

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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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Employment History
Current Registrations
Alpha Financial Advisors, LLC
October 2021 - Present · 4 yrs 3 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.