Adrian Villarreal
Adrian Villarreal is a registered investment advisor at Alterna Wealth Management, INC., based in Houston, TX, with 13 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,285 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual advisory fee is typically 1.25% of assets under management, but is negotiable based on factors such as account size, services provided, related accounts, and household size. The standard fees for models/strategies offered by Alterna Wealth range from 1.00%-2.00%. Accounts invested in one of these strategies are also subject to an annual 0.02% Service Fee on assets under management.
Fee Estimator
Location
2800 Post Oak Blvd, Suite 6300, Houston, TX, 77056
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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 ActivitiesSells Insurance
Adrian is a business consultant for Skin care International Distributors, LLC, spending minimal time outside business hours to close the business. Adrian is also a licensed insurance producer selling fixed insurance products through Alterna Insurance Services, earning commissions and dedicating minimal time to this activity.
Employment History
Current Registrations
Alterna Wealth Management, INC.
Alterna Securities, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Bbva Compass Investment Solutions, INCBroker
Stanford Group CompanyBroker
State Registrations8 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.