Joseph Alamo
Joseph Alamo is a CFP-designated registered investment advisor at Cg Advisory Services, based in Miami, FL, with 5 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 5,614 clients with $4.6B 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 | 2.50% |
Maximum total fee of 2.50% includes advisory fee of up to 2.00% and administrative fee of up to 0.50%. Certain strategies include additional manager fees up to 0.40%.
Fee Estimator
Location
1005 SW 87th Ave, Miami, FL, 33174
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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
Joseph operates as a financial advisor under Fernandez Wealth Management, dedicating most of his time to it. He also works as a realtor, finance manager, soccer coach, and advises clients on fixed insurance products.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Fernandez Wealth Management
Kovack Advisors, INC.
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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