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 Financial Planning & Coaching, Investment Management. 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. Fees are negotiable. Clients utilizing asset managers may be subject to a maximum total fee of 2.50%. For asset manager accounts that fall below minimum balance requirements, an annual fee of $60.00 may be assessed.
Fee Estimator
Location
Hagatna
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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 →Employment History
Current Registrations
Alg Financial
Previous Registrations
Bg Investment Services, INC.
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.