Guilherme Medrano is a registered investment advisor at Aliya Capital Partners LLC, based in São Paulo, with 4 years of industry experience. Guilherme 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
Avenida Brigadeiro Faria 2277, Jardim Paulistano, São Paulo, 01452-000
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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 →Employment History
Current Registrations
Aliya Capital Partners LLC
Previous Registrations
Aliya Capital Partners LLC
Fortune Partners Group 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.
Exams
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- Jessica Diaz, CFAAliya Capital Partners LLC