Edi Alvarez is a CFP-designated registered investment advisor at Aikapa, based in Kentfield, CA, with 19 years of industry experience. Edi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 49 clients with $44M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.30% |
Fees are based on year-end portfolio balances rather than quarterly balances. Minimum annual fee applies ($9,800 for the first year, $7,200 for subsequent years, and $9,000 during retirement years).
Fee Estimator
Location
Kentfield, CA
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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.
Learn about disclosures →Other Business Activities
Edi is the CEO of Dual Enterprises, a publishing company for niche non-investment books, which he started in 1990. Current activities are delegated/licensed out and require minimal time to manage.
Employment History
Current Registrations
Aikapa
State Registrations2 states
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
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