Alex Shurin is a CFP, ChFC-designated registered investment advisor at Edelman Financial Engines, based in Houston, TX, with 23 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
777 North Eldridge Parkway, Suite 420, Houston, TX, 77079
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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 Activities
Alex is an instructor and manager at West Houston Shotokan Karate, a martial arts instruction business, since 2002. Alex dedicates a few hours per week to instruction, bookkeeping, and membership management.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Edelman Financial Services, LLC
Ef Legacy Securities, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
UBS Financial Services INC.
UBS Financial Services INC.Broker
American General Equity Services CorporationBroker
Mony Securities CorporationBroker
Hornor, Townsend & Kent, 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.
Exams
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