Alexander Monroe is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Plano, TX, with 11 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.
Fee Estimator
Location
5801 Headquarters Dr., Suite 100, Plano, TX, 75024
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 →Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
State Registrations1 state
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
- Hammad Moon, CFAIhsan Wealth
- Robert Knode, CFPKnode Wealth Management LLC
- Erika Howell, CFPMoss, Luse & Womble, LLC
- Daniel Tarsha, CFPTexwealth
- Richard Bueche, CFAFisher Investments
- Tyler Burtscher, CFPMariner