Alexander Rokowski is a CFA-designated registered investment advisor at Frost Investment Advisors, LLC, based in San Antonio, TX, with 8 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frost Investment Advisors manages separately managed accounts for clients. The advisory fee is a percentage of the portfolio's value and ranges from 0.04% to 0.20% annually, depending on the investment strategy's complexity and the level of service required. The fee is calculated based on the average daily market value of the assets, excluding uninvested cash. Fees are billed monthly or quarterly, as agreed upon with the client.
Location
111 West Houston Street, 10th Floor, San Antonio, TX, 78205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Frost Investment Advisors, LLC
Previous Registrations
American Funds Distributors, INC.Broker
American Funds Distributors, INC.
Babson Capital Securities LLCBroker
State Registrations1 state
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