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Alejandro Tapia

1 Year of Experience
Mexico City

Alejandro Tapia is a registered investment advisor at Hdi Capital LLC, based in Mexico City, with 1 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$7.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

HDI Capital's standard advisory fee is based on the market value of the assets they manage. The annual fees are negotiable, pro-rated, and paid quarterly. The fee is calculated by assessing percentage rates using predefined asset levels as of the last day of the previous quarter.

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Location

Mexico City

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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.

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Other Business Activities

Alejandro owns an online touristic services provider, dedicating about 10-20% of his time to it. This activity is not investment-related.

Employment History
Current Registrations
Hdi Capital LLC
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
TX
Advisor

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.
Alejandro Tapia - Financial Advisor | TrueAdvisor