Keri Alcos
Keri Alcos is a registered investment advisor at Strategic Income Group LLC, based in Chandler, AZ, with 20 years of industry experience. Keri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 368 clients with $360M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fee Estimator
Location
2330 W. Ray Road, Suite 3, Chandler, AZ, 85224
Get directionsHistory
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
Keri is an owner and manager at Dynamoser, LLC, a media consulting firm, dedicating about 10-20% of her time to administrative duties. She is also a co-owner and manager of Lawson Insurance Group, LLC, an insurance agency offering Medicare products, dedicating about 10-20% of her time to help her father maintain his existing clientele.
Employment History
Current Registrations
Strategic Income Group LLC
Previous Registrations
Themoneymd.com, LLC
Kingdom Financial Group, LLC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Hartford Investment Financial Services, LLCBroker
Hartford Investment Financial Services, LLC
Hartford Equity Sales Company INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Stanley Dw INC.Broker
Pacific Select Distributors, 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.