Alex B Perez

28 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Foundations Investment Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

257 advisors

Number of Clients

25,166 clients

Average Client Portfolio

$285K average

Assets Under Management

$7.2B

Fee Structure

Minimum Investment:$5K

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	2.00%

A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$150

Location

1939 NE Loop 410, Suite 233, San Antonio, TX, 78232

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2004

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alex is an agent selling fixed annuities, long-term care, life, group benefits, health, and disability insurance, dedicating a few hours per week. Alex is also the 100% owner of Spectrum Advisory Group LLC, dedicating full-time hours to this.