Alex Bacal is a registered investment advisor at Veltria Advisors CORP., based in Miami, FL, with 10 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
801 Brickell Ave, Suite 2320, 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.
Learn about disclosures →Other Business Activities
Alex is a financial consultant who manages client assets and is a member and secretary of an investment committee. He spends minimal time on these activities, with 25% of his yearly compensation derived from them.
Employment History
Current Registrations
Veltria Advisors CORP.
State Registrations1 state
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.