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Alex Hidalgo

10 Years of Experience
Nashville, TN

Alex Hidalgo is a registered investment advisor at The Pacific Financial Group, INC., based in Nashville, TN, with 10 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16,832 clients with $5.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
16,832 clients
Average Client Portfolio
$301K average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Total program fees cannot exceed 2.0% annually, which includes advisor fees and platform or management fees charged by The Pacific Financial Group depending on the selected solution.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 20th Avenue South, Suite 500, Nashville, TN, 37212

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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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Employment History
Current Registrations
The Pacific Financial Group, INC.
April 2016 - Present · 10 yrs 6 mos
State Registrations1 state
WA
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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