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Alfonso Burgos

Prime Capital Financial
29 Years of Experience
West Palm Beach, FL
View SEC Summary
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Alfonso Burgos is a registered investment advisor at Prime Capital Financial, based in West Palm Beach, FL, with 29 years of industry experience. Alfonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.

Prime Capital Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
264 advisors
Number of Clients
23,965 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$39.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1555 Palm Beach Lakes Blvd., Suite #840, West Palm Beach, FL, 33401

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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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Employment History
Current Registrations
Prime Capital Financial
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Edelman Financial Engines
November 2018 - September 2025 · 6 yrs 10 mos
Ef Legacy Securities, LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
Sanders Morris Harris LLCBroker
May 2008 - April 2016 · 7 yrs 11 mos
Edelman Financial Services, LLC
May 2008 - November 2018 · 10 yrs 6 mos
Edelman Financial Advisors LLC
November 2007 - May 2008 · 6 mos
Edelman Financial Services LLC
September 2006 - November 2007 · 1 yr 2 mos
Smh Capital INC.Broker
September 2006 - November 2007 · 1 yr 2 mos
Brookstreet Capital Management
January 2006 - August 2006 · 7 mos
Brookstreet Capital Management
June 2002 - December 2004 · 2 yrs 6 mos
Brookstreet Securities CorporationBroker
June 1999 - August 2006 · 7 yrs 2 mos
Multi-Financial Securities CorporationBroker
April 1999 - June 1999 · 2 mos
Pacific Cortez Securities IncorporatedBroker
May 1998 - April 1999 · 11 mos
Tasin & Company, INC.Broker
August 1997 - May 1998 · 9 mos
Ash & CO. IncorporatedBroker
June 1997 - September 1997 · 3 mos
H.J. Meyers & CO., INC.Broker
April 1997 - June 1997 · 2 mos
Investors Associates, INC.Broker
September 1996 - September 1997 · 1 yr
State Registrations4 states
FLKSMDTX
Advisor

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.

Exams
No exam information available for this advisor.
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