Alex Fouquet is a registered investment advisor at Prosperitus Wealth Advisors, based in Coral Springs, FL, with 3 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 224 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperitus Wealth Advisors charges a percentage of your portfolio's value each year. The exact percentage depends on the amount you have invested, but it will not exceed:
- Up to 2.0% on the first $99,999.99
- Up to 1.9% on amounts between $100,000 and $249,999.99
- Up to 1.8% on amounts between $250,000 and $499,999.99
- Up to 1.8% on amounts between $500,000 and $749,999.99
- Up to 1.8% on amounts between $750,000 and $999,999.99
- Up to 1.8% on amounts between $1,000,000 and $1,999,999.99
- Up to 1.8% on amounts between $2,000,000 and $4,999,999.99
- Up to 1.8% on amounts between $5,000,000 and $24,999,999.9
- Up to 1.8% on amounts over $25,000,000
These fees are negotiable.
Location
2855 N University Drive, Suite 110, Coral Springs, FL, 33065
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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 uses AF Financial Services Consulting, LLC as a conduit for business income and expenses related to investment advisor representative duties and other financial services consulting fees.
Employment History
Current Registrations
Prosperitus Wealth Advisors
State Registrations1 state
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