John Lee is a registered investment advisor at Alvarado Management Company, based in San Francisco, CA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $3.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tallac Corporation charges an annual fee between 1% and 2% of the value of your portfolio. This fee is paid in two installments per year. Tallac also receives 20% of the net profits of the account as a performance fee.
Location
505 Sansome Street, Suite 1501, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alvarado Management Company
State Registrations1 state
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