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Alejandra Ocampo Raeder

2 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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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.

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Employment History
Current Registrations
Stonex International Advisors INC
October 2023 - Present · 2 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Alejandra Ocampo Raeder - Financial Advisor | TrueAdvisor