Alex Chalekian is a registered investment advisor at Lake Avenue Financial LLC, based in Pasadena, CA, with 28 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 273 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lake Avenue Financial charges up to 1.75% of your portfolio per year for investment management. The exact fee is negotiable and will be stated in your client agreement. This fee is deducted from your account monthly or quarterly, either in advance or after the period, depending on your agreement.
Location
301 N Lake Ave, Suite 830, Pasadena, CA, 91101
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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.
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Alex is involved with Disrupter Labs, LLC, focusing on real estate investment and other consulting arrangements. This requires minimal time commitment.
Employment History
Current Registrations
Lake Avenue Financial LLC
Previous Registrations
Integrated Wealth Concepts LLC
Lake Avenue Financial, LLC
Lake Avenue Financial, LLC
Lake Avenue Financial, LLC
LPL Financial LLCBroker
LPL Financial LLC
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Sunamerica Securities, INC.Broker
State Registrations2 states
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.