Cristina Alayo is a registered investment advisor at The Atlas Financial Group, based in Miami, FL, with 5 years of industry experience. Cristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Atlas Financial Group charges an annual fee based on the amount of your portfolio. The fee is calculated quarterly in advance. The fees are:
- $10,000,000 or higher: up to 0.50%
- $5,000,000 - $9,999,999: up to 0.80%
- $1,000,000 - $4,999,999: up to 1.70%
- Less than $1,000,000: 2.00%
These fees may be negotiable.
Location
3050 Biscayne Boulevard, Suite 501, Miami, FL, 33137
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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
Cristina is a member of AC Capital Group LLC since 2021. This non-investment related activity requires minimal time.
Employment History
Current Registrations
The Atlas Financial Group
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.