Alexander Henderson is a CFP-designated registered investment advisor at La Loma Capital, based in Zephyr Cove, NV, with 6 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
La Loma Capital charges an annual management fee of 0.75% of your portfolio, and may also charge an incentive allocation/performance fee of 20% of net income/net profit & loss with a one-year lookback period. You can choose to pay either the management fee plus the incentive fee, or just the management fee. The custodian calculates and deducts these fees from your account. You are responsible for verifying the custodian's fee calculation.
Location
Zephyr Cove, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
La Loma Capital
State Registrations2 states
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