Advisuite
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,800,288
Clients
3
Advisors
2
of 4 employees
About
Advisuite (the adviser doing business as Neo Alliance) primarily provides investment advisory and portfolio management services to pooled vehicles, institutions, and other entities, offering both discretionary and non‑discretionary management as well as sub‑advisory and administrative consulting. The firm prepares investment policy statements for each client and conducts regular portfolio monitoring and implementation aligned with stated objectives and risk tolerances.
The adviser’s process combines client‑specific IPS guidance with third‑party research and internal due diligence to construct multi‑asset portfolios that may include equities, fixed income, options and alternative strategies; the brochure also describes the use of hedging and derivatives where appropriate and attention to liquidity and emerging‑market risks. Accounts may be managed on a customized basis, with clients able to impose written restrictions and the firm relying on external providers for certain research and administrative functions.
What distinguishes Advisuite from many peers is its explicit use of other advisers and sub‑advisors as part of its service model and its practice of compensating solicitors/referral agents, arrangements the brochure details. The firm also makes consulting available through non‑asset‑based and hourly engagements in addition to standard asset‑based management, and the brochure notes the firm was a de‑novo operation with no assets under management at the time of reporting.
Client services
Expertise
Fee options
Flat fee arrangements typically for administrative services or sub-advisory services; fees are negotiable
<$1,000,000 - $1,000,000: 2% $1,000,001 - $10,000,000: 1.25% $10,000,001 - $50,000,000: 1.00% >$50,000,001+: 0.50%
Minimum Hourly Fee of $1,000 / hour; final invoice provided based on actual work hours; fees negotiable and may be capped or discounted
Account minimum: $250,000
Main office
Coral Gables FL
Advisors at this office
2
Most active in
Florida
Also doing business as
Advisuite · Neo Alliance LLC · Oig Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Alfredo O
Series 63, Series 66
Coral Gables, FL
Advisuite
Alfredo Oliva is a financial advisor at Advisuite with Series 63 and Series 66 credentials and over 50 years of industry experience. His prior work includes roles at Kovack Securities, Kovack Advisors, Next Financial Group, Southern Trust Securities Asset Management, Tradepro Securities, and A.G. Edwards & Sons. Outside of his advisory work, he is a partner at Inverluxe Global Asset Management, providing investment advisory and portfolio management services. Advisuite, operating as Neo Alliance, offers investment advisory and portfolio management to pooled vehicles, institutions, and other entities. The firm employs a client-specific, multi-asset approach that incorporates third-party research, internal due diligence, and sub-advisory arrangements.
Alfredo O
CFP®, Series 63, Series 66
Coral Gables, FL
Advisuite
Alfredo Oliva Jr. is a CFP® professional with 28 years of industry experience. He is currently with Advisuite and has held roles at Kovack Securities, Kovack Advisors, Next Financial Group, HSBC Securities, Tradepro Securities, Raymond James Financial Services, and A. G. Edwards & Sons. Advisuite, operating as Neo Alliance, provides investment advisory and portfolio management services primarily to pooled vehicles, institutions, and other entities, utilizing a multi-asset approach that incorporates third-party research and internal due diligence. The firm features both discretionary and non-discretionary management and distinguishes itself by working with sub-advisors and compensating referral agents.
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