Alfredo Miranda is a registered investment advisor at Cantata Wealth Management, LLC, based in Houston, TX, with 11 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 22 clients with $66M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.65% |
| $20.0M - $25.0M | 0.55% |
| $25M+ | 0.55% |
Fees for assets over $25,000,000 are custom. Minimum assets under management is $2,000,000 and minimum annual fee is $20,000, but these may be waived or negotiated.
Fee Estimator
Location
Houston, TX
Get directionsHistory
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 Activities
Alfredo is an Investment Advisor Representative at Camden Wealth Advisors, a registered investment advisory firm, since 2015. He provides investment advisory services.
Employment History
Current Registrations
Cantata Wealth Management, LLC
Camden Wealth Advisors LLC
State Registrations2 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.