Gregory Brodeur is a CFP, ChFC-designated registered investment advisor at Alpha Zero LLC, based in Boca Raton, FL, with 9 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 323 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Zero charges up to 2% annually for portfolio management, based on the value of your investments. The fee is calculated at the end of each quarter and adjusted for any deposits or withdrawals made during the quarter. This fee is negotiable. Alpha Zero also offers advisory services for alternative investments, charging 2% per year of the capital commitment, assessed quarterly, plus a performance fee of 20% of the profits realized on each investment.
Location
2500 North Military Trail, Suite 316, Boca Raton, FL, 33431
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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 ActivitiesSells Insurance
Gregory is a licensed insurance representative since 2016, recommending life, disability, and long-term care insurance to clients. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Alpha Zero LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations1 state
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.