Benjamin Lopez is a registered investment advisor at Alterna Wealth Management, INC., based in San Antonio, TX, with 19 years of industry experience. Benjamin 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 1,316 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual advisory fee is typically 1.25% of assets under management. Specific models/strategies offered by Alterna Wealth Management range from 1.00% to 2.00%, plus an annual 0.02% service fee. Fees are negotiable based on account size, services provided, related accounts, and household size. Certain eligible clients may also pay a performance-based fee of 10% to 20% of total portfolio return.
Fee Estimator
Location
19134 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258
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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 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.
Previous Registrations
Optima Capital Management, INC.
Sunport Capital, LLC
State Registrations4 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.
Exams
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