Dean Alexander is a ChFC-designated registered investment advisor at Alexander, Dean D., based in Houston, TX, with 8 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $100.0M | 0.70% |
| $100M+ | 0.65% |
Fees may be reduced or waived for certain clients based on social or other criteria, such as belonging to disadvantaged persons, or those who may have a hardship.
Fee Estimator
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Dean is the owner of Dean Alexander, CPA since 1982 and president of National Financial Advisers, dba NFA Tax Help since 2005, both involved in tax planning. He spends about 10-20% of his time on these activities, including time during trading hours.
Employment History
Current Registrations
Alexander, Dean D.
Previous Registrations
American Express Financial Advisors, INC.
State Registrations1 state
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