Carlos Alvarado is a registered investment advisor at Alvarado & Associates, LLC, based in Gelndale, AZ, with 7 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56 clients with $4.7M 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 $500K | 0.95% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.45% |
Fees may be reduced based on account size, related household accounts, or anticipated future asset consolidation.
Fee Estimator
Location
Gelndale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos works full-time as a financial analyst for Jacobs Solutions. He is also associated with Caudal Capital in Panama as an "Analista" and holds a license to provide investment advisory services in Panama.
Employment History
Current Registrations
Alvarado & Associates, LLC
State Registrations2 states
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