Claire Alexander
Claire Alexander is a registered investment advisor at Crux Wealth Advisors, based in Seattle, WA, with 9 years of industry experience. Claire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 576 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crux Wealth Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable. Fees are billed monthly, in advance, based on the average daily balance of your account. If you add or remove funds during the month, the fee is adjusted accordingly.
Location
Seattle, WA
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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 ActivitiesSells Insurance
Claire owns Crux Insurance Agency, LLC, where she transacts fixed annuities, life insurance, disability, and LTC insurance, dedicating about 10-20% of her time. Claire also owns Iron and Oak Property Management, spending about a quarter of her time on property management duties.
Employment History
Current Registrations
Crux Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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.