Alejandro Haas is a CFP-designated registered investment advisor at Copper Square Private Wealth, LLC, based in Phoenix, AZ, with 26 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for portfolios of $5,000,000 and above are negotiable. Fees are billed monthly in advance.
Fee Estimator
Contact
Alejandro Haas
Location
Phoenix, AZ
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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
Alejandro is employed as the Customer Experience Advisor at Opendoor Technologies Inc. This activity takes up about 60% of his time.
Employment History
Current Registrations
Copper Square Private Wealth, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Ing Funds Distributor, LLCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wedbush Morgan Securities INC.Broker
Waterhouse Securities, INC.Broker
Jack White & Company, INC.Broker
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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