AB
AB
Alfonso Borrero
26 Years of Experience
Orlando, FL
1 Disclosure
Alfonso Borrero is a registered investment advisor at Borrero Investment Management, LLC, based in Orlando, FL, with 26 years of industry experience. Alfonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $33M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$33.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Orlando, FL
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2009Denied
Other Business Activities
Alfonso is a financial consultant for SLB Hotel Group, LLC, assisting with financial statements and accounting support. This hospitality-related activity takes a few hours per week.
Employment History
Current Registrations
Borrero Investment Management, LLC
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
LPL Financial LLC
August 2009 - April 2014 · 4 yrs 8 mos
Banc of America Investment Services, INC.
July 2004 - August 2009 · 5 yrs 1 mo
Citigroup Global Markets INC.
May 1999 - July 2004 · 5 yrs 2 mos
State Registrations1 state
FL
Advisor
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Exams
No exam information available for this advisor.