Alondra Garcia is a CFA-designated registered investment advisor at Ellevest, based in New York, NY, with 6 years of industry experience. Alondra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 342 clients with $1B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $75.0M | 0.50% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Ellevest reserves the right to negotiate different fees for certain clients. Ethic, a sub-adviser, charges up to 0.30% per year. AllianceBernstein, a sub-adviser, charges 0.23% per year.
Fee Estimator
Location
228 Park Ave S, Pmb 94934, New York, NY, 10003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ellevest
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
State Registrations4 states
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