Alejandra Aymes
Alejandra Aymes is a registered investment advisor at Ekanta Wealth Advisors LLC, based in Coconut Grove, FL, with 6 years of industry experience. Alejandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ekanta Wealth Advisors' fees are based on a percentage of the assets they manage, typically ranging from 0.50% to 2.00%. The exact percentage depends on the size and complexity of your portfolio and the financial consulting services required. They may also charge a fixed fee, generally ranging from $10,000 to $100,000 or more. Some clients may also be subject to an incentive fee of up to 20% of account performance above a specified threshold.
Location
2665 South Bayshore Drive, Suite 430, Coconut Grove, FL, 33133
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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 ActivitiesSells Insurance
Alejandra works as an independent representative for Primerica, selling life and variable annuity products since 2018. She dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Ekanta Wealth Advisors 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.