Kevin Alexander
Kevin Alexander is a registered investment advisor at Alexander Advisory Services, LLC, based in Knoxville, TN, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 185 clients with $10M 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 $100K | 1.00% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fee Estimator
Location
810 Clinch Ave, 7th Floor, Knoxville, TN, 37902
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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 ActivitiesSells Insurance
Kevin is an independent insurance agent since 1998, dedicating about half his time to insurance sales and service. He is also the President of Thriving Foundations Ministries, spending about 10-20% of his time conducting workshops and communicating with missionaries.
Employment History
Current Registrations
Alexander Advisory Services, LLC
Previous Registrations
Capital Retirement Planning, LLC
Creative Financial Designs, INC.
Alexander Advisory Services, LLC
State Registrations3 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.