Alejandro S Masferrer

Bci Securities, INC.

11 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Bci Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

430 clients

Average Client Portfolio

$686K average

Assets Under Management

$295.2M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2.0M - $3.0M	1.50%
$3.0M - $5.0M	1.25%
$5M+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

2855 S. Le Jeune Road, 1st. Floor, Coral Gables, FL, 33134

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Alejandro is involved in several insurance-related activities, including owning Persevere Planning Group LLC and working as an agent for Goosehead Insurance, Persevere Planning Group LLC, and AFLAC. These activities involve selling various insurance products and managing other agents, taking up nearly full-time hours overall.