Alexander Black is a CFP-designated registered investment advisor at Integris Wealth Management, LLC, based in Monterey, CA, with 12 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 355 clients with $810M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees are subject to a minimum quarterly fee of $2,500 for the first tier ($10,000 annual minimum). Fees may be negotiable in some circumstances.
Fee Estimator
Contact
Alexander Black
Location
435 Washington Street, Suite A, Monterey, CA, 93940
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 Activities
Alexander is a passive owner of rental real estate through Lightwood LLC. This activity requires minimal time.
Employment History
Current Registrations
Integris Wealth Management, LLC
Previous Registrations
Moss Adams Wealth Advisors LLC
State Registrations2 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
- Julie Roth, CFPIntegris Wealth Management, LLC
- Michael Leavy, CFAIntegris Wealth Management, LLC
- Kevin Mahoney, CFPIntegris Wealth Management, LLC
- Allison Barrientos, CFPIntegris Wealth Management, LLC
- Katherine Woolever, CFPIntegris Wealth Management, LLC
- Antone Mercurio, CFPCommonwealth Financial Network