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CFP
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CFP

David Alvarez

Pax Financial Group
20 Years of Experience
San Antonio, TX
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

David Alvarez is a CFP-designated registered investment advisor at Pax Financial Group, based in San Antonio, TX, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 1,350 clients with $750M in assets under management.

Pax Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,350 clients
Average Client Portfolio
$553K average
Assets Under Management
$747.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.50%
$200K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

Fees are negotiable based on client circumstances, strategies, and household account sizes. Sub-adviser and platform fees may apply in addition to the base advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232

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History

Regulatory History (1)
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Employment Separation After Allegations
August 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is a board of governors member for the San Antonio Estate Planners Council, a board member for SA Hope Center, and a member-at-large on the executive committee for The Blood and Tissue Center Foundation. He is also a licensed insurance agent.

Employment History
Current Registrations
Pax Financial Group
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Intercontinental Wealth Advisors, LLC
December 2015 - August 2019 · 3 yrs 8 mos
Intercontinental Asset Management Group, LTD.Broker
November 2015 - August 2019 · 3 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2015 · 2 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2008 - September 2012 · 3 yrs 11 mos
J.P. Morgan Securities INC.Broker
October 2005 - October 2008 · 3 yrs
State Registrations1 state
TX
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.
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