Alvarez Advisory is a registered investment advisor founded in 2026 and based in Albuquerque, New Mexico. The firm provides discretionary investment management services to individuals, high net worth individuals, and business entities. Investment strategies are tailored to each client's specific goals, time horizon, risk tolerance, and objectives, utilizing fundamental, technical, charting, and cyclical analysis. As part of the advisory service, Alvarez Advisory may also complete a thorough financial plan covering topics such as estate plans, trusts, taxes, retirement income, insurance, and college planning at no additional cost. The firm requires no minimum account size to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.29% |
Flat rate fee schedule of 1.29% applied to the entire portfolio. Cash is included in asset calculations. Fees are not negotiable.