BL
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Benjamin Jorge Lopez

19 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
1,285 clients
Average Client Portfolio
$958K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

19134 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258

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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 Activities

Benjamin is the Managing Member of KASA Investments, LLC since 2013. He is also the Secretary/Director of Optima Equity Partners, Inc. since 2012.

Employment History
Current Registrations
Alterna Wealth Management, INC.
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Optima Capital Management, INC.
April 2011 - April 2014 · 3 yrs
Sunport Capital, LLC
October 2006 - June 2011 · 4 yrs 8 mos
State Registrations4 states
CAPATXVA
Advisor
Exams
No exam information available for this advisor.