Patricia Alexander is a registered investment advisor at Mission Street Wealth Planning, based in Pasadena, CA, with 22 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 39 clients with $42M 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 $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
1210 E. Green St., Ste. 100, Pasadena, CA, 91106
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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
Patricia is a partner in her husband's consulting business, Alexander & Company, since 2004. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Mission Street Wealth Planning
State Registrations1 state
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