Alejandro Rodriguez
Alejandro Rodriguez is a CFP-designated registered investment advisor at Planning Trail Investments, LLC, based in Lawrence, KS, with 10 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 9 clients with $1.9M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Lawrence, KS
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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 Activities
Alejandro is a board member at large for the Emporia State University Alumni Board of Directors since 2020. He dedicates minimal time to this activity.
Employment History
Current Registrations
Planning Trail Investments, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
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.