Alfred Fortunato is a registered investment advisor at Allegory Advisory, based in New York, NY, with 12 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 30 clients with $35M 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 $500K | 0.50% |
| $500K - $1.0M | 0.45% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.35% |
Fees may be discounted at the firm principal’s discretion. Accounts may be aggregated for fee discounting purposes.
Fee Estimator
Location
250 Park Avenue, 7th Floor, New York, NY, 10177-0799
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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 →Employment History
Current Registrations
Allegory Advisory
Previous Registrations
Garrett Investment Advisors, LLC
State Registrations2 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.