Alvaro Teixeira is a registered investment advisor at Hsbc Securities (USA) INC., based in New York, NY, with 9 years of industry experience. Alvaro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,180 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and discounts may be applied.
Fee Estimator
Location
66 Hudson Boulevard, Floor 3, New York, NY, 10001
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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
Alvaro is a silent, non-executive partner (33.3%) in FACT INC INV Ltda, a property developer in Brazil that is selling its assets. Alvaro does not currently work in the business.
Employment History
Current Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Previous Registrations
Fator Securities LLCBroker
Ixe Securities, INC.Broker
State Registrations2 states
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