Robert Alonso
Robert Alonso is a registered investment advisor at Third Eye Associates, LTD, based in Red Hook, NY, with 5 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 213 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are negotiable. Total fee (TEA's fee + Third-party Manager's fee) will not exceed 2%.
Fee Estimator
Location
Red Hook, NY
Get directionsHistory
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
Robert sells items on eBay, dedicating a few hours per week to this activity. He is also a life insurance agent, spending minimal time on this endeavor annually.
Employment History
Current Registrations
Third Eye Associates, LTD
Previous Registrations
J.P. Morgan Securities LLCBroker
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.