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Alexander Cross

Mutual Advisors, LLC
22 Years of Experience
St. Petersburg, FL
Sells Insurance
View SEC Summary
View SEC Summary

Alexander Cross is a registered investment advisor at Mutual Advisors, LLC, based in St. Petersburg, FL, with 22 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

147 Second Avenue S, Suite 403, St. Petersburg, FL, 33701

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Alexander is a member/manager of DCH Wealth Management, LLC, handling administrative operations, dedicating minimal time. He is also an insurance agent since 2018, spending a few hours per week on insurance-related activities.

Employment History
Current Registrations
Mutual Advisors, LLC
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Mutual Securities, INC.Broker
June 2013 - December 2019 · 6 yrs 6 mos
Platinum Wealth Partners
March 2012 - January 2018 · 5 yrs 10 mos
Lasalle St Securities, L.L.C.Broker
March 2012 - May 2013 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - February 2012 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2005 - February 2012 · 6 yrs 9 mos
Suntrust Securities, INC.Broker
March 2004 - April 2005 · 1 yr 1 mo
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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