Alonso Segarra is a CFP-designated registered investment advisor at Advise Financial, based in Boca Raton, FL, with 9 years of industry experience. Alonso operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 215 clients with $33M 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 $1.5M | 0.95% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable. Clients with more than $1,500,000 may receive additional complementary services in Financial Planning.
Fee Estimator
Contact
Alonso Segarra
Location
Boca Raton, 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 →Employment History
Current Registrations
Advise Financial
State Registrations3 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.
Exams
Additional Information
Choosing a financial advisor can be incredibly complex; 45% of middle-aged Americans would rather visit the dentist than make an appointment with a financial adviser (source FMG).