Alex Garcia is a registered investment advisor at Agg Asset Management, LLC, based in Westlake Village, CA, with 16 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 65 clients with $55M 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 | 1.20% |
The maximum annual fee is 1.20%, and fees are negotiable.
Fee Estimator
Location
875 S Westlake Boulevard, Suite 218, Westlake Village, CA, 91361
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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 →Other Business Activities
Alex is a registered investment advisor with AGG Asset Management and Luminous 8 Wealth Management, LLC. He is also involved with OneBlueWindow, LLC, a macro-economic and newsletter provider.
Employment History
Current Registrations
Agg Asset Management, LLC
Previous Registrations
Luminous 8 Wealth Management LLC
Chase Investment Services CORP.
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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