Alex Marino
Alex Marino is a registered investment advisor at Consultiva Wealth Management, CORP., based in San Juan, PR, with 38 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consultiva's fees for investment advisory services are based on the value of your portfolio. The exact percentage is negotiated based on the scope of services and the size of your relationship.
For non-discretionary services, fees range from 0.50% to 2.00% per year. For full discretionary services, fees range from 0.75% to 2.00% per year.
Consultiva may charge an additional fee of up to 0.75% for discretionary investment advisory services related to the Unified Managed Account Program.
Fees are negotiable and may differ based on factors like sub-advisory relationships or special project arrangements. The suggested minimum portfolio size is $1,000,000, but exceptions may be granted.
Location
American International Plaza, 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR, 00918
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2014Customer Dispute
November 2000Employment Separation After Allegations
September 1998Customer Dispute
September 1998Employment History
Current Registrations
Savile Capital Markets LLCBroker
Savile Capital Markets LLC
Consultiva Wealth Management, CORP.
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.Broker
Cibc World Markets CORP.Broker
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.