Alfredo Atencio
Alfredo Atencio is a registered investment advisor at Foundations Investment Advisors LLC, based in Doral, FL, with 1 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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 | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
Doral, FL
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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
Alfredo sells health and life insurance through Bright Financial Insurance, dedicating about half his time to this activity. He also owns Atencio-Ruiz Holdings, LLC, which is not investment-related and does not provide compensation.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Desert Rose Capital Management, INC.
Equity Services, INC.Broker
Esi Financial Advisors
Park Avenue Securities LLC
Simplicity Wealth
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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