Advisor at Supreme Alliance LLC
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Michael Guerra is a financial advisor at Supreme Alliance LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Newbridge Financial Services Group. Outside of finance, he is the founder of Tax and Mobility Solutions, a technology startup focused on mobile employees, and serves as a consultant for CharliAi Inc., a software company specializing in AI-driven content management. Supreme Alliance LLC provides investment advisory and consulting services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of analytic methods and portfolio techniques and offers discretionary managed accounts, third-party manager referrals, and specialized consulting such as actuarial and benefits services.
Based on Supreme Alliance LLC
Based on Supreme Alliance LLC
Flat fees range from $500 to $5,000 per plan
Insurance commissions separate from advisory fees; fees shared from third-party investment advisor referral fees
Hourly fees may not exceed $500 per hour
Account minimum: $25,000 Fee-only: Hourly fees up to $500 per hour; Fixed/Flat fees $500 to $5,000 per plan; Consulting fees up to 3% of assets under management (negotiable)
La Grange, CA
California
Supreme Alliance LLC
2023 - Present (3 years)
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2021 - 2023 (2 years)
Newbridge Securities Corporation
2021 - 2023 (2 years)
Aegis Capital Corp
2021 - 2021 (1 year)
Morgan Stanley
2019 - 2021 (2 years)
Morgan Stanley Private Bank, N.A
2019 - 2021 (2 years)
Merit Harbor Capital
2018 - 2019 (1 year)
San Joaquin County EMS
2017 - Present (9 years)
Children's Recovery Center
2017 - 2019 (2 years)
Rainmaker Securities, Llc
2013 - 2018 (5 years)
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Lawyer
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Real estate agent
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