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Your investment plan should get the attention it deserves.

Advisory Services

Advisory Program

You’re Never Alone in Your Financial Journey


Your wealth deserves more than attention — it deserves precision, care, and a bespoke strategy tailored to your life. With Alejandro as your trusted advisor, your investments can be expertly managed, or we can collaborate to guide your decisions with confidence. Our advisory programs offer flexibility and sophistication designed to help you achieve your goals.

 

Managing Your Investments with Intention


Your portfolio represents more than numbers — it embodies your aspirations: retirement, education for loved ones, and the legacy you’ll leave behind. These ambitions deserve a plan as thoughtful and refined as your vision.
Whether you prefer independence or the assurance of professional guidance, our advisory solutions provide clarity, confidence, and peace of mind.

 

The Advantage of an Advisory Program


Time is your most valuable asset. Entrust your portfolio to a professional and reclaim your focus for what matters most.
Our programs offer two distinct approaches:

  • Discretionary Management: Delegate day-to-day decisions to a portfolio manager who acts with precision and alignment to your objectives, timeline, and risk profile.
     
  • Collaborative Guidance: Partner with Alejandro for objective insights and informed strategies in today’s dynamic market.
     

Transparent, Aligned Costs


Unlike traditional brokerage accounts, our advisory programs use a fee-based structure, ensuring our success is tied to yours. No hidden commissions — just clarity and alignment.

 

Flexibility to Fit Your Vision


From curated mutual funds and ETFs to equities, bonds, and alternative investments, Alejandro offers a range of sophisticated solutions tailored to your preferences.

 

Your Next Step


Discover how an advisory relationship can transform your financial journey. Schedule a private consultation today.

The fees for advisory programs are asset-based and assessed quarterly in advance. There may be a minimum fee to maintain this type of account. Fees include advisory services, performance measurement, transaction costs, custody services, and trading. These fees do not cover the fees and expenses of any underlying exchange traded fund (ETF), closed-end funds, or mutual funds in the portfolio. Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.

Price is What You Pay. Value is What You Own.

We’ve placed our pricing front and center—clear, elegant, and uncompromising.
Our model is simple: a percentage of Assets Under Management (AUM).

Below is our exclusive pricing for 2025–2026:

Tier I:

  • Fee: 1.49% | Assets: $0 – $249,999
 

Tier II:

  • Fee: 1.39% | Assets: $250,000 – $374,999
  • Fee: 1.29% | Assets: $375,000 – $499,999


Tier III:

  • Fee: 1.19% | Assets: $500,000 – $749,999
  • Fee: 1.09% | Assets: $750,000 – $999,999


Tier IV:

  • Fee: 0.89% | Assets: $1,000,000+

Your Next Step

Discover how an advisory relationship can transform your financial journey. Schedule a private consultation today.

Advisory programs are not designed to excessively traded or inactive accounts and are not appropriate for all investors

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.

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