How does the advisor help clients – Key Takeaways:
ALVARADO & ASSOCIATES, LLC is a well-known financial firm that specializes in providing expert financial planning and management services to clients. They have a team of highly qualified and experienced advisors who work with clients to help them achieve their financial goals.
In addition to offering a wide range of financial services, ALVARADO & ASSOCIATES, LLC also strives to educate their clients on financial matters so they can make informed decisions about their money. They take a personalized approach to every client, tailoring their services to meet their specific needs and objectives.
Facts and Insights
ALVARADO & ASSOCIATES, LLC was founded in 2005 and has been in business for over 15 years. They currently have over $500 million in assets under management and a team of 10 experienced advisors who bring a wealth of knowledge and expertise to the table.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ALVARADO & ASSOCIATES, LLC offers a comprehensive range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and insurance. Their advisors work closely with clients to understand their financial goals and create a customized plan to help them achieve those goals.
Client Types
ALVARADO & ASSOCIATES, LLC serves a diverse range of clients, including high net worth individuals, professionals, retirees, and business owners. They understand that each client has unique financial needs and they tailor their services accordingly.
Fees & Compensation
ALVARADO & ASSOCIATES, LLC operates on a fee-only basis, which means they are compensated solely by their clients and do not receive any commissions or incentives from third-party companies. This fee structure ensures that their advisors always act in their clients’ best interests and prioritize their financial well-being.
Background
ALVARADO & ASSOCIATES, LLC was founded by John Alvarado, a highly experienced and qualified financial advisor with over 25 years of industry experience. He holds a bachelor’s degree in finance and has obtained several prestigious certifications, including the Certified Financial Planner (CFP) designation.
Financial Advisor Disclosures to Know
As a registered investment advisor, ALVARADO & ASSOCIATES, LLC adheres to strict disclosure requirements set by the Securities and Exchange Commission (SEC). This includes publicly reporting any potential conflicts of interest and disclosing their fee structure to clients. Their full Form ADV, which contains important information about the firm, can be found on the SEC website.