Alejandro Yanes is a registered investment advisor at Actitrust Wealth Management LLC, based in Caracas, with 9 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 110 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees are negotiated up to a maximum of 2.50%. When ActiTrust directs clients to third-party investment advisers, clients pay ActiTrust its standard fee in addition to the third-party adviser's fee.
Fee Estimator
Location
Calle Carrizales Quinta Guayabita No. 156, Urb Cerro Verde El Hatillo. Edo. Miranda, Caracas, 1061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alejandro is the President of ActiAdvisors Corp, a foreign corporation providing family office and investment management services. He also holds principal positions in several holding companies (Senay Holdings Inc., GTS Business Corp., Mego Holdings Inc, Mego Consulting Inc, and Bregenz Holdings Inc) primarily for holding ownership interests in various investments, including ActiTrust Wealth Management LLC and real estate.
Employment History
Current Registrations
Actitrust Wealth Management LLC
State Registrations1 state
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Exams
More Advisors
- Alfredo YanesActitrust Wealth Management LLC