AS
AS

Alberto Siblesz

18 Years of Experience

Alberto Siblesz is a registered investment advisor at Glide Capital, based in Miami, FL, with 18 years of industry experience. Alberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
2 clients
Average Client Portfolio
$185.3M average
Assets Under Management
$370.6M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.35%

Minimum advisory fee of $20,000 per Master Series.

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

999 Brickell Avenue, Suite 1006, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alberto is a Managing Director and CCO at Iconic Capital LLC, dedicating full-time hours to this investment-related role. He also serves as a Managing Director at Glide Capital LLC, spending a few hours per week in this investment-related position.

Employment History
Current Registrations
Glide Capital
December 2017 - Present · 8 yrs 4 mos
Scala Capital LLC
November 2011 - Present · 14 yrs 5 mos
Previous Registrations
Glide Capital
December 2017 - December 2022 · 5 yrs
Smart Invest Advisors, LLC
January 2008 - June 2012 · 4 yrs 5 mos
State Registrations2 states
FLTX
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.