Alex Gutt is a registered investment advisor at Alpenglobal Capital, LLC, based in Tahoe City, CA, with 19 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 141 clients with $170M 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 $5.0M | 1.50% |
| $5M+ | 1.50% |
Rate negotiable above $5,000,000.
Fee Estimator
Location
Tahoe City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alpenglobal Capital, LLC
State Registrations3 states
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