TrueAdvisor
TrueAdvisor
AG
AG

Alejandro Gonzalez

Alterna Wealth Management, INC.
5 Years of Experience
Houston, TX
Broker
View SEC Summary
View SEC Summary

Alejandro Gonzalez is a registered investment advisor at Alterna Wealth Management, INC., based in Houston, TX, with 5 years of industry experience. Alejandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,316 clients with $1.4B in assets under management.

Alterna Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
29 advisors
Number of Clients
1,316 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard annual advisory fee is typically 1.25% of assets under management. Specific models/strategies offered by Alterna Wealth Management range from 1.00% to 2.00%, plus an annual 0.02% service fee. Fees are negotiable based on account size, services provided, related accounts, and household size. Certain eligible clients may also pay a performance-based fee of 10% to 20% of total portfolio return.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056

Get directions

History

Regulatory History
Clean regulatory record

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 makes referrals to Banco Actinver and Actinver Casa de Bolsa in Mexico for non-US wealth management services, which began in December 2021. He also receives compensation from his former employer, Actinver in Mexico, which is not transaction or commission related.

Employment History
Current Registrations
Alterna Wealth Management, INC.
November 2021 - Present · 4 yrs 11 mos
Alterna Securities, INC.Broker
June 2021 - Present · 5 yrs 4 mos
State Registrations4 states
CAFLILTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Houston, TX →All financial advisors in Texas →