Walter Alves is a registered investment advisor at Azimut Investment Advisors LLC, based in Miami, FL, with 27 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 486 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Azimut Investment Advisors offers both discretionary and non-discretionary investment management services. The fees are negotiable, but generally range as follows:
- Discretionary Accounts: 1.50% - 2.50% per year, with a minimum of $3,750 per quarter.
- Non-Discretionary Accounts: Starting at 1.50% per year, with a minimum of $1,250 per quarter.
Fees are based on the average market value of assets over the preceding three months. The firm also offers an Advisory Service Agreement and an Asset Management Service Agreement, both with the same fee schedule.
Location
1450 Brickell Ave, Suite 2610, Miami, FL, 33131
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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
Walter is a Managing Director at AZ Apice Capital Management LLC, a financial advisory firm, since 2016. He dedicates full-time hours to managing client accounts and relationships, with most of that time spent on securities trading.
Employment History
Current Registrations
Azimut Investment Advisors LLC
Sanctuary Securities, INC.Broker
Sanctuary Securities, INC.
Previous Registrations
Insigneo Securities, LLCBroker
Az Apice Capital Management LLC
Northeast Securities, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Lehman Brothers INC.
Lehman Brothers INC.Broker
New England Funds, L.P.Broker
State Registrations2 states
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.