Alexandra Guerrero is a registered investment advisor at Alg Financial, based in Hagatna, with 17 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 65 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00%. Third-party money managers may charge an additional fee up to 0.50%, making the total maximum fee 2.50%. An annual fee of $60.00 may apply for accounts falling below third-party manager minimums.
Fee Estimator
Location
238 Archbishop Flores St., Dna Building Ste 307, Hagatna, 96910
Get directionsHistory
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 →Employment History
Current Registrations
Alg Financial
Previous Registrations
Bg Investment Services, INC.
Money Concepts Advisory Service
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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.