Alexandra Yanes is a registered investment advisor at Alianza CORP. Investment Advisor, based in Miami, FL. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 538 clients with $110M 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 $200K | 1.65% |
| $200K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable based on portfolio complexity, size, and services provided. Wrap fee program fees may vary; see the Wrap Fee Brochure for details.
Fee Estimator
Location
175 SW 7th St, Suite 1703, Miami, FL, 33135
Get directionsHistory
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
Alianza CORP. Investment Advisor
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.