PA
PA

Pablo Alonso

22 Years of Experience
Miami, FL

Pablo Alonso is a registered investment advisor at Eurocapital Advisors, INC, based in Miami, FL, with 22 years of industry experience. Pablo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
9 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$103.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.50%
$50M+0.38%

Fees may also be negotiated depending on level of services provided and assets under supervision. The fee range of 0.75%-1.00% is used for the first tier.

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

1001 Brickell Bay Drive, Suite 2700, Miami, FL, 33131

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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

Pablo is a Vice President in Private Banking of Banco Santander Central Hispano Internacional (BSCHI). BSCHI is an Edge Act Corporation.

Employment History
Current Registrations
Eurocapital Advisors, INC
October 2003 - Present · 22 yrs 7 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
Pablo Alonso - Financial Advisor | TrueAdvisor