Alfredo Felicella is a CFA-designated registered investment advisor at Cypress Lane Advisors, based in Galveston, TX, with 2 years of industry experience. Alfredo 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. Their firm serves 5 clients with $5.5M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on certain situations – for example, prior business relationship, family relation to existing client, certain types of holdings and account size, and other.
Fee Estimator
Location
Galveston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cypress Lane Advisors
State Registrations1 state
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