Alberto Valtierra
Alberto Valtierra is a registered investment advisor at Vector Dynamics Wealth Management P.L.L.C, based in Mesa, AZ, with 1 years of industry experience. Alberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% of assets under advisement depending on account size and engagement complexity. All fees are negotiable.
Fee Estimator
Location
Mesa, AZ
Get directionsHistory
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 →Employment History
Current Registrations
Vector Dynamics Wealth Management P.L.L.C
Previous Registrations
J.P. Morgan Securities LLCBroker
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
More Advisors
- Mark Rauguth, CFPGradient Wealth Management
- Davis Beazer, CFPAe Wealth Management, LLC
- Stephen Captain, CFPTrek Financial
- Richard Clark, PFSAmeriprise Financial Services, LLC
- Cole Beckwith, CFPCreative Planning
- Karl Jacobsen, ChFCSpc