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CFP
AS
CFP

Alexandre Santos

Cresset Asset Management, LLC
25 Years of Experience
Tampa, FL
1 Disclosure
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Alexandre Santos is a CFP-designated registered investment advisor at Cresset Asset Management, LLC, based in Tampa, FL, with 25 years of industry experience. Alexandre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 4,911 clients with $79B in assets under management.

Cresset Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
212 advisors
Number of Clients
4,911 clients
Average Client Portfolio
$16.1M average
Assets Under Management
$78.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.10%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Firm offers both a Top-Tier fee schedule and a Waterfall fee schedule. The schedule above reflects the Top-Tier rates; the Waterfall schedule rates are 1.25% up to $5M, 0.90% from $5M-$10M, 0.80% from $10M-$25M, 0.70% from $25M-$50M, and 0.60% for $50M+. Fees are subject to a minimum annual fee of the lesser of $25,000 or 2.00% of managed assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Tampa, FL

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History

Regulatory History (1)
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Regulatory
November 2014
Final
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Other Business Activities

Alexandre is a board member of Vita Nova Foundation since 2011, providing youth services. He is also a member of the board of directors for the University of Miami Sports Hall of Fame & Museum and the President of the Board of Directors for Bayshore Little League.

Employment History
Current Registrations
Cresset Asset Management, LLC
August 2026 - Present · 2 mos
Previous Registrations
UBS Financial Services INC.
May 2015 - September 2026 · 11 yrs 4 mos
UBS Financial Services INC.Broker
April 2015 - September 2026 · 11 yrs 5 mos
Oppenheimer & CO. INC.
November 2014 - May 2015 · 6 mos
Oppenheimer & CO. INC.Broker
July 2013 - May 2015 · 1 yr 10 mos
Morgan StanleyBroker
June 2009 - July 2013 · 4 yrs 1 mo
Morgan Stanley
June 2009 - July 2013 · 4 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
October 2007 - April 2008 · 6 mos
Citigroup Global Markets INC.
September 2007 - April 2008 · 7 mos
Campbell Williams, INC.
February 2001 - December 2008 · 7 yrs 10 mos
State Registrations4 states
CAFLPATX
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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