TrueAdvisor
TrueAdvisor
AM
AM

Alejandro Masferrer

Bci Securities, INC.
12 Years of Experience
Coral Gables, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alejandro Masferrer is a registered investment advisor at Bci Securities, INC., based in Coral Gables, FL, with 12 years of industry experience. Alejandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 448 clients with $400M in assets under management.

Bci Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
448 clients
Average Client Portfolio
$898K average
Assets Under Management
$402.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum wrap fee program advisory fee is 2.75% annually. Non-discretionary accounts outside the program are generally charged 0.50% annually. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2855 S. Le Jeune Road, 1st. Floor, Coral Gables, FL, 33134

Get directions

History

Regulatory History
Clean regulatory record

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.
May 2021 - Present · 5 yrs 5 mos
Bci Securities, INC.Broker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Lincoln Financial Securities Corporation
July 2018 - March 2021 · 2 yrs 8 mos
Lincoln Financial Securities CorporationBroker
July 2018 - March 2021 · 2 yrs 8 mos
AXA Advisors, LLC
June 2014 - July 2018 · 4 yrs 1 mo
AXA Advisors, LLCBroker
December 2013 - July 2018 · 4 yrs 7 mos
State Registrations7 states
CADEFLNCNYPAWY
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.
More Advisors
More financial advisors in Coral Gables, FL →All financial advisors in Florida →