CP

Carlos Alberto Palacios Pazos

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
71 clients
Average Client Portfolio
$23.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Althum Advisors charges an advisory fee, typically ranging from 0.35% to 1.00% of total assets under management. The fee can also be a fixed amount. A minimum annual advisory fee may apply in some cases. Fees are negotiable based on portfolio complexity, size, and services provided. Fees are generally calculated and billed quarterly in advance. Clients may incur brokerage commissions and other transaction costs.

Areas of Practice
Investment ManagementHigh Net Worth
Loading...

Advisor Information

Office location

1441 Brickell Av. Suite 1016, Miami, FL, 33131

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2024
Pending
Employment History
Current Registrations
Althum Advisors LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Lxg Wealth Advisory LLC
March 2024 - December 2024 · 9 mos
Efg Capital InternationalBroker
February 2020 - April 2023 · 3 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.