| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,001.
814 Ponce de Leon, Suite 500, Coral Gables, FL, 33134
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Learn about disclosures →Alyssa operates under the DBA Castleview Partners, providing financial planning and investment management, dedicating about half of her time. She is also the President of Alyssa M. Guerra Wealth Management Inc., an entity for pass-through income, and an agent for fixed insurance sales, spending minimal time on this.