AA
AA
Anibal Alvarado
16 Years of Experience
Bal Harbor, FL
3 DisclosuresBroker
Anibal Alvarado is a registered investment advisor at Truist Advisory Services, INC., based in Bal Harbor, FL, with 16 years of industry experience. Anibal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9600 Collis Avenue, Bal Harbor, FL, 33154
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
May 2024Judgment / Lien
April 2024Judgment / Lien
April 2023Employment History
Current Registrations
Truist Advisory Services, INC.
February 2026 - Present · 8 mos
Truist Investment Services, INC.Broker
January 2026 - Present · 9 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
September 2021 - August 2024 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
August 2019 - August 2021 · 2 yrs
Citigroup Global Markets INC.Broker
December 2013 - July 2019 · 5 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - November 2013 · 1 yr 1 mo
Chase Investment Services CORP.Broker
October 2008 - October 2012 · 4 yrs
Maxim Group LLCBroker
June 2008 - September 2008 · 3 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
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.