Kristine Wexler is a CFP-designated registered investment advisor at Alliancebernstein L.P., based in San Diego, CA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 26,445 clients with $710B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AB is compensated based on a percentage of your portfolio. This fee is generally charged quarterly. The specific percentage may be negotiable depending on factors such as the type of client, complexity of the situation, and the size of the overall relationship. If your assets are invested in a registered investment company managed by AB, those assets are subject to the investment company's management fee. If you are a client of Bernstein Private Wealth Services, your fee is all-inclusive and deducted quarterly from your account at Bernstein LLC.
Location
4365 Executive Drive, Suite 700, San Diego, CA, 92121
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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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Kristine is the chairman of the board for Burling Bancorp since 2020, the parent company of Burling Bank, Burling Ventures, and Burling Wealth Management. Burling Bancorp is investment-related.
Employment History
Current Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLC
Sanford C. Bernstein & CO., LLCBroker
Previous Registrations
Bessemer Investor Services, INC.Broker
State Registrations28 states
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