Juan Soto is a CFP-designated registered investment advisor at Alliance Private Wealth, LLC, based in North Reading, MA, with 2 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 167 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Wealth management fees range from 0.25% to 1.25% annually based on the scope and complexity of services, level of assets, and overall relationship. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
200 Park St, North Reading, MA, 01864
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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
Alliance Private Wealth, LLC
Previous Registrations
Commonwealth Financial Network
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.
Exams
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