G Alves is a CFP-designated registered investment advisor at Vida Private Wealth LLC, based in Pasadena, CA, with 20 years of industry experience. G operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 28 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $40.0M | 0.60% |
| $40.0M - $50.0M | 0.50% |
| $50.0M - $60.0M | 0.40% |
| $60.0M - $70.0M | 0.30% |
| $70M+ | 0.25% |
Vida Private Wealth generally requires a minimum investment of $5,000,000 or a net worth of at least $20,000,000 for our Family Advisory Services. In our sole discretion, we may waive this requirement. This requirement can be met by combining two or more accounts owned by you or related family members. Clients invested in alternative investments will be required to sign a separate Advisory Agreement for Alternative Investments and will pay Vida Private Wealth performance-based fees calculated as a percentage of the net profits experienced with respect to each of the Alternative Investments held by the client.
Fee Estimator
Location
301 North Lake Avenue, Suite 600, Pasadena, CA, 91101
Get directionsHistory
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 ActivitiesSells Insurance
G is an insurance agent selling and servicing various lines of non-securities insurance and fixed annuities. This activity requires minimal time each month.
Employment History
Current Registrations
Vida Private Wealth LLC
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.