Alejandro Contreras is a registered investment advisor at Bluereef Capital, based in Miami, FL, with 6 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $4.8M 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 $100K | 1.25% |
| $100K - $250K | 0.95% |
| $250K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are generally negotiable. Specialty Fee Schedule: - $0 - $100,000: 1.00% - $100,001 - $250,000: 0.90% - $250,001 - $1,000,000: 0.80% - $1,000,001 and up: 0.70% For client accounts custodied at Pershing, BlueReef charges a flat annual advisory fee of up to 1.75%.
Fee Estimator
Location
1100 Brickell Bay Dr, Suite 113 #310411, Miami, FL, 33231
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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 Activities
Alejandro is a registered real estate salesperson in California and a licensed mortgage salesperson in Florida and California, dedicating minimal time to these activities. He is also a Senior Vice President at Apex Group Fund Services, focusing on business development, which takes up nearly full-time hours, mostly during trading hours.
Employment History
Current Registrations
Bluereef Capital
State Registrations3 states
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