Jeffrey Alfonso is a registered investment advisor at Dominari Securities LLC, based in New York, NY, with 8 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 235 clients with $42M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.50% |
| $75M+ | 0.45% |
Fees may be negotiable. A separate fee of 1.25% may be charged on assets held away. An annual administrative fee of up to 0.07% is also charged to cover custodial fees.
Fee Estimator
Location
725 Fifth Avenue, 23rd Fl., New York, NY, 10022
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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 →Employment History
Current Registrations
Dominari Securities LLC
Dominari Securities LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.