Alfredo Sandoval
Alfredo Sandoval is a registered investment advisor at The Private Investment Group, INC., based in Centerville, OH, with 36 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 164 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Private Investment Group charges an annual fee based on a percentage of the value of your portfolio. These fees typically range from 0.60% to 1.25%. The specific fee is negotiated based on the complexity of your financial situation, the amount you invest, and other factors.
Location
800 East Franklin Street, Centerville, OH, 45459
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2002Employment Separation After Allegations
May 2002Other Business Activities
Alfredo is the owner/partner/CFO of Creosote Partners, a real estate development company, dedicating a few hours per week. He also serves as Vice-Chairman of the USAF Academy Board of Visitors, a trustee role, and spends a few hours per week on this. Alfredo is also a partner at The Private Investment Group, Inc, a registered investment advisor, and dedicates nearly full-time hours to this role.
Employment History
Current Registrations
The Private Investment Group, INC.
Previous Registrations
Triad Advisors LLCBroker
Western International Securities
Western International Securities, INC.Broker
Nrp Financial, INC.Broker
Oberlin Financial CORP.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Continental Capital Investment Services
Continental Capital Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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.