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Alejandro Rodriguez

Vicus Capital, INC.
11 Years of Experience
Coral Gables, FL
Sells Insurance
View SEC Summary
View SEC Summary

Alejandro Rodriguez is a registered investment advisor at Vicus Capital, INC., based in Coral Gables, FL, with 11 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,277 clients with $3B in assets under management.

Vicus Capital, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
90 advisors
Number of Clients
6,277 clients
Average Client Portfolio
$477K average
Assets Under Management
$3.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.30%
$500K - $1.0M1.30%
$1.0M - $2.0M1.00%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees vary by specific investment strategy and advisor negotiation. Household accounts may qualify for blended fee schedules.

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

Location

One Alhambra Plaza, PH Floor, Office 1419, Coral Gables, FL, 33134

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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.

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Other Business ActivitiesSells Insurance

Alejandro is a 1% owner of Juliet Cosmetics LLC, a cosmetic and aesthetic products business, but plays no role in its operations. He is also the President and CEO of Zenith Point Wealth Management LLC, providing investment advisory services and financial planning, dedicating full-time hours to this role.

Employment History
Current Registrations
Vicus Capital, INC.
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2018 - August 2023 · 5 yrs 2 mos
J.P. Morgan Securities LLCBroker
June 2018 - August 2023 · 5 yrs 2 mos
Morgan Stanley
February 2015 - May 2018 · 3 yrs 3 mos
Morgan StanleyBroker
November 2014 - May 2018 · 3 yrs 6 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.
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