Edi Alvarez is a CFP-designated registered investment advisor at Aikapa, based in Corte Madera, CA, with 18 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $34M 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% |
Minimum fee of $9,800 will be charged for the first year and $6,400 in the following years for the AIKAPA Managed Plan (if most tasks have been completed in the first 12 months). At retirement, the minimum fee will be $9K.
Fee Estimator
Location
201 Corte Madera Ave, Corte Madera, CA, 94925
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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
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