Alvaro Fernandez is a CFP-designated registered investment advisor at Trigofi, based in Oakland, CA, with 4 years of industry experience. Alvaro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Clients with assets under management (AUM) below $500,000 are subject to a $5,000 Minimum Annual Fee. The annual Management Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Alvaro works as an external consultant for FTI Consulting, providing non-investment-related advisory services since March 2023. He dedicates about 10-20% of his time to this role, focusing on financial fraud expert reports and supply chain risk mitigation.
Employment History
Current Registrations
Trigofi
State Registrations1 state
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