Alejandra Fanta
Alejandra Fanta is a registered investment advisor at Cibest Capital Advisory Services LLC, based in Miami, FL, with 4 years of industry experience. Alejandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 263 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cibest Capital charges an annual management fee based on a percentage of your portfolio's value, ranging from 0.40% to 3.00%. The exact fee is negotiable and will be outlined in your agreement. If a sub-advisor is used, you won't pay a separate fee to them; Cibest Capital will share a portion of their fee with the sub-advisor. Some of Cibest's advisors also receive additional compensation from mutual fund companies in the form of referral fees and rebates/trailer fees.
Location
1221 Brickell Avenue, Suite 2010, 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.
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Alejandra is a registered investment adviser and investment representative with Bancolombia Capital Advisors, LLC, dedicating about 10-20% of her time. She also owns several LLCs investing in real estate, established between 2013 and 2023, but these activities do not take place during business hours.
Employment History
Current Registrations
Cibest Capital Advisory Services LLC
Cibest Capital Securities, LLC
Cibest Capital Securities, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations9 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.