Alejandro Masferrer is a registered investment advisor at Bci Securities, INC., based in Coral Gables, FL, with 12 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $300M 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 | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee Estimator
Location
2855 S. Le Jeune Road, 1st. Floor, Coral Gables, FL, 33134
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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 →Other Business ActivitiesSells Insurance
Alejandro is involved in several insurance-related activities, including owning Persevere Planning Group LLC and working as an agent for Goosehead Insurance, Persevere Planning Group LLC, and AFLAC. These activities involve selling various insurance products and managing other agents, taking up nearly full-time hours overall.
Employment History
Current Registrations
Bci Securities, INC.
Bci Securities, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 states
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.