Alvaro Castillo is a registered investment advisor at Loyola Asset Management LLC, based in Coral Gables, FL, with 37 years of industry experience. Alvaro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 52 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Loyola Asset Management charges an annual fee based on the value of your portfolio. The fee is calculated on the average ending balance of each month in the quarter fees are charged. The fees are negotiable. Here's the fee schedule:
- $250,000 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.50%
- $1,000,000 - $10,000,000: 1.25%
- $10,000,001 - $25,000,000: 1.00%
- Over $25,000,000: Negotiated
Location
2990 Ponce De Leon Blvd, Suite 202, Coral Gables, FL, 33134
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 →Other Business Activities
Alvaro co-owns Manresa Holdings and Gentle Breeze Limited, both holding passive real estate investments. He spends minimal time on these activities.
Employment History
Current Registrations
Loyola Asset Management LLC
Previous Registrations
Western International Securities
Western International Securities
Western International Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Cibc World Markets CORP.Broker
Lehman Brothers INC.Broker
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.