Alex Meehan is a CFP-designated registered investment advisor at Great Waters Financial, based in Shoreview, MN, with 7 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,627 clients with $1.2B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts above $10,000,000. Fee for managing assets allocated to fee-only annuities will be 1.00%.
Fee Estimator
Location
4100 Lexington Ave N, Suite 100, Shoreview, MN, 55126
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 ActivitiesSells Insurance
Alex is licensed to sell life, accident, and health insurance.
Employment History
Current Registrations
Great Waters Financial
Previous Registrations
Midwest Professional Planners, LTD.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cambridge Investment Research Advisors, INC.
State Registrations3 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.