Alexander Williamson
Alexander Williamson is a CFP-designated registered investment advisor at Pacific Crest Financial Advisors, LLC, based in Everett, WA, with 21 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 57 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Fees are negotiable. An annual planning fee of $500 applies in addition to the percentage of assets.
Fee Estimator
Location
2828 Colby Avenue, Suite 405, Everett, WA, 98201
Get directionsHistory
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
Alexander is the President and a board member of Avenal Land & Oil Co., a real estate holding company with assets including a cattle ranch and buildings. He dedicates about 10% of his time to this activity.
Employment History
Current Registrations
Pacific Crest Financial Advisors, LLC
Previous Registrations
Stancorp Investment Advisers, INC.
Lakeridge Financial Partners LLC
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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