Eduardo Alamo
Eduardo Alamo is a registered investment advisor at Pariter Wealth Management Group LLC, based in Guaynabo, PR, with 18 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 36 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and based on the type of services needed, household assets under management, and portfolio size.
Fee Estimator
Location
243 Carretera #2, Guaynabo, PR, 00966-1915
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Eduardo is an insurance agent providing life insurance alternatives to clients, spending about 10-20% of his time on this. He is also a real estate broker with Sampson Real Estate, dedicating a few hours per week.
Employment History
Current Registrations
Pariter Wealth Management Group LLC
Pariter Securities, LLCBroker
Previous Registrations
Citi International Financial Services LLCBroker
Pariter Securities, LLCBroker
Bbva Securities of Puerto Rico, INC.Broker
PFS Investments INC.Broker
State Registrations7 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.