Carlos Alvarez
Carlos Alvarez is a registered investment advisor at Abendstern Wealth Management, INC., based in Shenandoah, TX, with 11 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Advisory fees are negotiable.
Fee Estimator
Location
150 Pine Forest Dr., Suite 803, Shenandoah, TX, 77384
Get directionsHistory
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 Activities
Carlos is a realtor with Texas Ally Real Estate since 2019 on a part-time basis.
Employment History
Current Registrations
Abendstern Wealth Management, INC.
Previous Registrations
Globan Management, INC.
State Registrations2 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.