Alberto Batista is a registered investment advisor at In on Capital, based in Miami, FL, with 12 years of industry experience. Alberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 48 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the advisor's discretion.
Fee Estimator
Location
777 Brickell Avenue, Suite 500, Miami, FL, 33131
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Regulatory 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
Alberto is the sole member of AVI Group Holdings LLC, a compliance and insurance consulting company, dedicating minimal time. He also works as a consultant for International Compliance Solutions LLC (full-time) and as CCO for In On Capital LLC (a few hours per week).
Employment History
Current Registrations
In on Capital
Previous Registrations
Activa Capital
Face Capital Advisors
Harbor Ithaka Wm
Lw Investment Management (USA) LLC
State Registrations1 state
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.