Alberto Pena is a registered investment advisor at Credicorp Capital Advisors LLC, based in Lima, with 3 years of industry experience. Alberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 260 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Credicorp Capital Advisors offers investment management through a wrap fee program. Here's how the fees work:
- Regular Wrap Accounts (non-automated): Fees typically range from 0.25% to 2% annually, based on the value of your investments and the complexity of your portfolio. This fee covers securities transactions, brokerage, and custodian fees.
- Online (Automated) Advisory Accounts: Fees range from 1.00% to 1.50% annually, based on the value of your investments. This fee covers securities transactions, sub-advisory, brokerage, and custodian fees.
All fees are negotiable.
Location
Lima
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alberto is a Vice President at Credicorp Capital Peru, an affiliated broker-dealer, since December 2020.
Employment History
Current Registrations
Credicorp Capital Advisors LLC
State Registrations1 state
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