Alveo Wealth Management, operating as Navalfa, is a registered investment advisor based in Mexico City. Navalfa offers discretionary portfolio management services to separately managed accounts and pooled investment vehicles. Navalfa mainly uses domestic and international equity securities, corporate debt securities, municipal debt securities, certificates of deposit, exchange traded funds, mutual funds, closed end funds, U.S. government securities and options in its portfolio management programs.
Assets Under Management$9.4M
Clients13
AdvisorsN/A
Avg. per Client$730K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
For separately managed accounts, Navalfa charges an annual fee based on the value of your portfolio, ranging from 0.10% to 1.50% per year, calculated monthly. The fee is negotiable depending on your financial situation and the services provided.
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