AB
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Alfred Louis Boutiette

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
4,821 clients
Average Client Portfolio
$269K average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$90
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Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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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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Other Business ActivitiesSells Insurance

Alfred is the manager of The Visper Group, LLC since 1997, focusing on retirement income planning using fixed annuities and life insurance. This activity takes up nearly all of Alfred's time during regular business hours.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
The Patriot Financial Group, LLC
May 2019 - August 2022 · 3 yrs 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.