Alfonso Guerriero
Alfonso Guerriero is a registered investment advisor at Fortis Group Advisors LLC, based in Westwood, NJ, with 9 years of industry experience. Alfonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,780 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Group Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, investment supervision, and other account maintenance activities. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account, the complexity of your portfolio, and other factors. The maximum fee is 1.75%, but a lower fee may be negotiated. Employees and their family members receive a reduced fee. The fee is deducted directly from your account by the custodian.
Location
345 Kinderkamack Road, Suite B, Westwood, NJ, 07675
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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 →Other Business ActivitiesSells Insurance
Alfonso provides administrative support to Fortis Group Advisors, an independent investment advisor firm, dedicating full-time hours to this role. He also performs admin duties for the partners of Fortis Agency, works for Sebak and Monner Associates CPA, and is a non-variable insurance producer for The Fortis Agency, dedicating minimal time to the latter.
Employment History
Current Registrations
Fortis Group Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Foresters Financial Services, INC.Broker
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.