Juan Soto is a CFP-designated registered investment advisor at Alliance Private Wealth, LLC, based in North Reading, MA, with 1 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 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
Alliance Private Wealth's wealth management fees range from 0.25% to 1.25% annually, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance and are based on the market value of your portfolio at the end of the prior quarter. Fees may be negotiable.
Location
200 Park St, North Reading, MA, 01864
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alliance Private Wealth, LLC
Previous Registrations
Commonwealth Financial Network
State Registrations1 state
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