Alfredo Monteiro is a registered investment advisor at Empower Advisory Group, LLC, based in Miami, FL, with 18 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B 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 $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
Miami, FL
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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 Activities
Alfredo is a partner in Monteiro Family Enterprise LLC, a pool maintenance and supply company started by his wife in 2023. He may assist on weekends as needed, dedicating about 10-20% of his time.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
John Hancock Personal Financial Services, LLC
John Hancock Distributors LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Mbm Advisors INC
Triad Advisors, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wachovia Securities, LLCBroker
Wm Financial Services, INC.Broker
State Registrations4 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.