Alfredo Collazo
Alfredo Collazo is a registered investment advisor at J.P. Morgan Securities LLC, based in Pinecrest,, FL, with 23 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
12795 S Dixie Hwy, Pinecrest,, FL, 33156
Get directionsHistory
Regulatory History (10)
Customer Dispute
June 2019Customer Dispute
June 2019Customer Dispute
November 2018Customer Dispute
May 2018Customer Dispute
January 2018Customer Dispute
July 2016Customer Dispute
June 2016Customer Dispute
April 2016Customer Dispute
September 2015Customer Dispute
August 2015Other Business Activities
Alfredo owns rental property since 2017. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Popular Securities, LLC
Popular Securities, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations15 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.