Kent Alexander
Kent Alexander is a registered investment advisor at American Investors CO, based in Woodstock, IL, with 18 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $630M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. A fixed percentage rate of 1.5% or a negotiated fixed annual fee is also available in lieu of the tiered schedule.
Fee Estimator
Location
Woodstock, IL
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 →Other Business ActivitiesSells Insurance
Kent is an artist, creating and promoting artwork, dedicating a few hours per week to this activity. Kent also works as an insurance agent/broker, spending nearly full-time selling and servicing auto, homeowners, and commercial insurance coverages.
Employment History
Current Registrations
American Investors CO
American Investors CompanyBroker
Previous Registrations
Princor Financial Services CorporationBroker
PFS Investments INC.Broker
State Registrations3 states
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
More Advisors
- Charles Boe, CFPWells Fargo Advisors
- Dennis Anderson, CFPBenjamin F. Edwards & Company, Incorporated
- Lawrence Baier, CFPWells Fargo Advisors
- Joanna Geier, CFPMercer Global Advisors INC.
- Travis Ormsby, CFPWells Fargo Advisors
- Matthew Wormley, CFPBenjamin F. Edwards & Company, Incorporated