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Alfredo Oliva

Advisuite
14 Years of Experience
Coral Gables, FL
Sells Insurance
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Alfredo Oliva is a registered investment advisor at Advisuite, based in Coral Gables, FL, with 14 years of industry experience. Alfredo 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 4 clients with $12M in assets under management.

Advisuite
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$12.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.25%
$10.0M - $50.0M1.00%
$50M+0.50%

Fees are negotiable and may vary based on client circumstances, account size, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Coral Gables, FL

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History

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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Other Business ActivitiesSells Insurance

Alfredo spends about half of his time as a registered representative selling securities and fixed insurance through OIG Wealth Management. He also dedicates nearly full-time hours to investment advisory and portfolio management through Inverluxe Global Asset Management, LLC.

Employment History
Current Registrations
Advisuite
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Kovack Advisors, INC.
July 2011 - March 2024 · 12 yrs 8 mos
Kovack Securities INC.Broker
June 2011 - March 2024 · 12 yrs 9 mos
Next Financial Group, INC.
June 2008 - June 2011 · 3 yrs
Next Financial Group, INC.Broker
June 2008 - June 2011 · 3 yrs
Southern Trust Securites Asset Management, INC.
April 2008 - June 2008 · 2 mos
Southern Trust Securities Asset Management, INC.
May 2007 - April 2008 · 11 mos
Southern Trust Securities, INC.Broker
July 2005 - June 2008 · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
February 2005 - July 2005 · 5 mos
A. G. Edwards & Sons, INC.
July 1994 - March 2003 · 8 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
November 1975 - March 2003 · 27 yrs 4 mos
Loeb Rhoades & COBroker
October 1975 - January 1976 · 3 mos
Exams
No exam information available for this advisor.
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