Alfonso Balda is a registered investment advisor at Sun Creek Holdings LLC, based in Coral Gables, FL, with 13 years of industry experience. Alfonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3 clients with $27M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
95 Merrick Way, Suite 450, Coral Gables, FL, 33134
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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
Alfonso is a property manager for real estate companies since 2010, dealing with tenants, brokers, and insurance companies. This activity takes about a quarter of Alfonso's time and is not investment-related.
Employment History
Current Registrations
Sun Creek Holdings LLC
State Registrations1 state
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