Alejandro Algaze is a registered investment advisor at Matters Capital LLC, based in Miami, FL, with 6 years of industry experience. Alejandro 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, Retirement Planning. Their firm serves 6 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Matters Capital offers wealth management services for a fee based on the average account balance, ranging up to 1.25% annually. The fee depends on the complexity of services, the level of assets managed, and the overall relationship. Fees are negotiable. Matters Capital may use independent managers, and the total blended fee will not exceed 2.00% annually.
Location
999 Brickell Ave, Miami, FL, 33131
Get directionsHistory
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 →Employment History
Current Registrations
Matters Capital LLC
Previous Registrations
Svb Wealth
Leumi Investment Services INC.
State Registrations1 state
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.