Ricardo Alas is a registered investment advisor at Lambda Wealth Management LLC, based in Fort Worth, TX. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K+ | 1.00% |
Fees are based on market value on the first trading day of each calendar quarter and are payable quarterly in advance. Fees may be negotiable.
Fee Estimator
Location
Fort Worth, TX
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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 →Employment History
Current Registrations
Lambda Wealth Management LLC
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
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