Mateo Alzate is a registered investment advisor at Guerra Wealth Advisors, based in Miami, FL. Mateo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,200 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guerra Wealth Advisors manages investments through a wrap fee program, which includes advisory services, trade execution, custody, and reporting for a single fee. The annual investment management fee is a percentage of the value of your portfolio, not to exceed 1.75%. The specific fee is agreed upon in your contract. Fees are deducted directly from your account by the custodian. You can terminate the agreement with written notice, and the fee will be prorated.
Location
6401 SW 87 Avenue, Suite 119, Miami, FL, 33173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Guerra Wealth Advisors
State Registrations1 state
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