Alejandro Grillo is a registered investment advisor at Azzendo Wealth Advisors, based in Coral Gables, FL. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 245 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees are negotiable for accounts over $20 million. Where the firm waives the $500,000 account minimum, the annual fee will be set at 1.50%, subject to a $5,000 minimum annual fee.
Fee Estimator
Location
901 Ponce De Leon Blvd., Suite 501, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Azzendo Wealth Advisors
State Registrations1 state
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