Roberto Alvarez is a CFA-designated registered investment advisor at Finaccess Advisors, LLC, based in Miami, FL, with 13 years of industry experience. Roberto 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, Investment Management, and 1 more. Their firm serves 103 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Finaccess Advisors receives compensation indirectly from certain non-Fund clients by receiving an agreed upon portion of the fees paid by the client to one or more investment managers and of the fees paid to the client’s custodian (“Referral Fees”). If there is no Referral Fee arrangement, Finaccess Advisors will directly charge an advisory fee of 0.40% annually, based on the value of your investments.
Fee Estimator
Location
1111 Brickell Avenue, Suite 2600, 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.
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Roberto is a 50% partner and portfolio manager at Cypres Partners LLC, an investment-related activity managing personal assets. He spends a few hours per week on this activity, mostly outside of business hours.
Employment History
Current Registrations
Finaccess Advisors, LLC
Previous Registrations
Espirito Santo Investment Advisors, INC.
Genesis Investment Advisors, LLC
State Registrations1 state
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