TrueAdvisor
TrueAdvisor
AS
AS

Alexys Serchay

Trajan Wealth, L.L.C.
17 Years of Experience
San Antonio, TX
Sells Insurance
View SEC Summary
View SEC Summary

Alexys Serchay is a registered investment advisor at Trajan Wealth, L.L.C., based in San Antonio, TX, with 17 years of industry experience. Alexys operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 10,633 clients with $2.6B in assets under management.

Trajan Wealth, L.L.C.
Compensation
Fee-Only (% of Portfolio)
Firm Size
47 advisors
Number of Clients
10,633 clients
Average Client Portfolio
$245K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard annual fees generally range from 0.50% to 1.50%, but may range between 1.50% and 2.00% for smaller accounts or complex relationships. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9901 I.H.10 West, Suite 800, San Antonio, TX, 78230

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alexys will act as an insurance agent related to their investment business, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Trajan Wealth, L.L.C.
October 2024 - Present · 2 yrs
Previous Registrations
Charles Schwab & CO., INC.
October 2021 - September 2024 · 2 yrs 11 mos
Charles Schwab & CO., INC.Broker
October 2021 - September 2024 · 2 yrs 11 mos
USAA Investment Services CompanyBroker
June 2020 - September 2021 · 1 yr 3 mos
USAA Investment Services Company
January 2018 - September 2021 · 3 yrs 8 mos
USAA Financial Planning Services
March 2009 - January 2018 · 8 yrs 10 mos
USAA Financial Advisors, INC.Broker
February 2009 - June 2020 · 11 yrs 4 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in San Antonio, TX →All financial advisors in Texas →