Alberto Villarreal
Alberto Villarreal is a registered investment advisor at Voya Financial Advisors, INC., based in San Antonio, TX, with 25 years of industry experience. Alberto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
7551 Callaghan Rd Ste 100, San Antonio, TX, 78229
Get directionsHistory
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
Alberto is an independent insurance agent selling fixed insurance products since 2012, dedicating full-time hours to this. He is also the President of Villarreal Financial, LLC, spending minimal time selling and servicing insurance, securities, and investment products.
Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Previous Registrations
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Jefferson Pilot Securities CorporationBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations14 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.
Exams
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