Alejandro Santiago
Alejandro Santiago is a registered investment advisor at Atlantis Investment Coaching, LLC, based in San Juan, PR, with 2 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 107 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Consultations - Negotiable hourly fee up to $300 per hour, or a fixed fee of up to $500 per consultation.
- Financial analyses or plans - Flat fee ranging from $500 to $5,000.
Location
District View the Work Place, 450 Ave De La Constitucion Ste 200, San Juan, PR, 00901-2317
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 ActivitiesSells Insurance
Alejandro works as an insurance agent since July 2019, dedicating about 10% of his time to this role. He also works as a business consultant for his family's businesses since January 2016, spending a few hours per week.
Employment History
Current Registrations
Atlantis Investment Coaching, LLC
State Registrations1 state
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.