Alpheus Hertell
Alpheus Hertell is a registered investment advisor at Mckenzie Investment Advisors LLC, based in Guaynabo, PR, with 4 years of industry experience. Alpheus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
T-Mobile Center - B7 Calle Tabonuco, Ste 1605, Guaynabo, PR, 00968-3343
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 Activities
Alpheus is involved in numerous business activities, including consulting, holding company management, dormant company management, medical receivables factoring, renewable energy systems, serving as Honorary Consul of Japan, and various board memberships. None of these activities appear to involve the sale of insurance products.
Employment History
Current Registrations
Mckenzie Investment Advisors LLC
Mckenzie Securities LLCBroker
State Registrations10 states
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