AY
CFA
AY
CFA

Alexander Joseph Yaftali

3 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
197 clients
Average Client Portfolio
$13.1M average
Assets Under Management
$2.6B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$85,000
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Location

1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266

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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 Activities

Alexander is a member of Libretto LLC, a financial planning software company, since 2015. He dedicates no time to this activity.

Employment History
Current Registrations
Monograph Wealth Advisors, LLC
July 2022 - Present · 3 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.