Javier Arias is a registered investment advisor at Alterna Wealth Management, INC., based in Madrid, with 1 years of industry experience. Javier is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,316 clients with $1.4B 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 | 1.00% |
Standard annual advisory fee is typically 1.25% of assets under management. Specific models/strategies offered by Alterna Wealth Management range from 1.00% to 2.00%, plus an annual 0.02% service fee. Fees are negotiable based on account size, services provided, related accounts, and household size. Certain eligible clients may also pay a performance-based fee of 10% to 20% of total portfolio return.
Fee Estimator
Location
Marques de la Ensenada, 4-Piso 2, Madrid, 28004
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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 Activities
Javier is the Head of Sales at Alterna Inversiones y Valores SGIIC, an investment-related role in Madrid, Spain. This position will terminate shortly as Javier transitions to a role with Alterna Securities in Houston, TX.
Employment History
Current Registrations
Alterna Wealth Management, INC.
Alterna Securities, INC.Broker
Alterna Securities, INC.
State Registrations4 states
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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