Alfredo Oliva is a CFP-designated registered investment advisor at Advisuite, based in Ft. Lauderdale, FL, with 27 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2008Customer Dispute
May 2008Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Alfredo owns OIG Wealth Management, spending about half his time on sales and business development, and Oliva Investment Group, dedicating minimal time. He also sells fixed insurance products and provides practice management and coaching through Neo Alliance, dedicating about 10% of his time.
Employment History
Current Registrations
Advisuite
Kovack Advisors, INC.
Previous Registrations
Latin Securities INC.Broker
Kovack International Wealth Management, INC.Broker
Kovack Securities INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Cis Asset Management, INC
Capital Investment Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.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.