Alfredo Guerrero is a registered investment advisor at Eagle Strategies LLC, based in El Paso, TX, with 7 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, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
303 N. Oregon Street, Suite 1100, El Paso, TX, 79901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alfredo teaches business classes at New Mexico State University and Dona Ana Community College, dedicating about 10-20% of his time. He is also a partner at Texas Star Steel LLC, a metal building manufacturer, spending a few hours per week, and owns rental property. Additionally, Alfredo is a branch manager at Southwest Funding, originating residential loans, spending about 10-20% of his time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations7 states
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