Jessica Diaz is a CFA-designated registered investment advisor at Aliya Capital Partners LLC, based in Miami, FL, with 5 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 217 clients with $5.3B 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 | 1.75% |
Fees range from 0.10% to 1.75% annually based on assets and services provided. Fees are negotiable, and there is a minimum annual fee of $1,000.
Fee Estimator
Location
1450 Brickell Ave, Suite 2600, Miami, FL, 33131
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 →Employment History
Current Registrations
Aliya Capital Partners LLC
Previous Registrations
Bny Mellon Securities CorporationBroker
Bessemer Investor Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
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.
Exams
More Advisors
- Jose Trejo, CFABrainvest Wealth Management LLC
- Maurizio Polcino, CFACitigroup Global Markets INC.
- Blake Calligaro, CFP, ChFCLPL Financial LLC
- Jorge Alvarez, CFPTruist Advisory Services, INC.
- Craig Brown, ChFCLPL Enterprise, LLC
- Adrian Leon, CFA