Alejandro Behrens is a registered investment advisor at Maximai Investment Partners, LLC, based in Coral Gables, FL, with 14 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. Their firm serves 282 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
282 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$538.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fee ranges from 0.50% to 2.00% and is negotiable for accounts over $10 million. In some cases, MAXIMAI charges performance fees.

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

500 S. Dixie Hwy, Suites 301 305, Coral Gables, FL, 33146

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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

Alejandro is a Managing Director and Associate Partner at Maximai Investment Partners, dedicating full-time hours to this role. He also manages Alelex LLC, a personal holding company with passive investment in Maximai, and has a passive investment in BOPS AI Corp, both requiring minimal time.

Employment History
Current Registrations
Maximai Investment Partners, LLC
September 2016 - Present · 9 yrs 7 mos
Previous Registrations
Insigneo Securities, LLCBroker
September 2016 - December 2019 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - September 2016 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - September 2016 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - June 2013 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2009 - June 2013 · 3 yrs 10 mos
State Registrations1 state
FL
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.