Alfredo Gonzalez is a registered investment advisor at Wealth Intelligence, LLC, based in Columbus, GA, with 3 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 228 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Intelligence generally charges an annual advisory fee based on a percentage of the assets they manage for you, paid quarterly in advance. The specific fee arrangement is described in your advisory agreement. In some cases, hourly, annual, or fixed investment consulting fees may be used instead of a percentage-based fee. Fees are negotiable.
Location
2900 Warm Springs Rd, Columbus, GA, 30295
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alfredo is a Registered Representative with Raymond James Financial Services, Inc. since January 2022, where he makes investment recommendations. He also serves as a board member for the National Civil War Naval Museum.
Employment History
Current Registrations
Wealth Intelligence, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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