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Alfred Abbamonte

Advisor at Primerica Advisors

Updated today

Location

Naperville, IL

Credentials

Series 66

Industry experience

1 year

About

Alfred Abbamonte is a financial advisor with Primerica Advisors, holding a Series 66 designation. He has diverse experience in the mortgage and insurance industries, with prior roles at firms including Park Avenue Securities, Guardian Life Insurance Company, and West Pac Wealth Partners. Outside of his advisory role, he volunteers as Sargent at Arms for The Rotary Club of Naperville and coaches members of a local networking group. Park Avenue Securities LLC serves a broad retail client base through both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies including proprietary model portfolios and third-party managers, supporting a range of account types and services.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Business exit / sale strategy Tax-loss harvesting

Occupation focus

Based on Primerica Advisors

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)

Commissions

Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.

Project-based

Hourly financial planning or consulting fees generally range from $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.

Other

Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.

Location

Naperville, IL

Most active in

Hawaii · Illinois · Missouri · Nevada · Virginia

Work history

Park Avenue securities

2025 - Present (1 year)

Guardian life Insurance Company

2025 - Present (1 year)

Park Avenue securities

2025 - Present (1 year)

Guardian life Insurance Company

2025 - Present (1 year)

West Pac Wealth Partners

2024 - 2025 (1 year)

Shift 4 Consulting

2023 - 2024 (1 year)

Employers Options

2022 - 2023 (1 year)

Mason McDuffie Mortgage

2021 - 2022 (1 year)

Makai Mortgage

2021 - 2021 (1 year)

Sierra Pacific Mortgage

2020 - 2021 (1 year)

Movement Mortgage

2018 - 2020 (2 years)

Geneva Financial Mortgage

2018 - 2018 (1 year)

Freedom Mortgage

2016 - 2018 (2 years)

Payrock

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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General retirement planning Social Security optimization Tax-loss harvesting
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General retirement planning Cash flow / budgeting
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