Alvarado & Associates provides investment management services tailored to individual client needs. They construct portfolios with diversified strategies, focusing on income generation, risk management, and long-term growth. Clients give Alvarado & Associates the authority to make investment decisions without prior approval, but can set reasonable restrictions.
Assets Under Management$4.7M
Clients56
Advisors1
Avg. per Client$84K
Avg. per Advisor$4.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.45% |
Fees may be reduced based on account size, related household accounts, or anticipated future asset consolidation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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