Alex Meehan is a CFP-designated registered investment advisor at Great Waters Financial, based in Superior, WI, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. 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 are negotiable at the firm's discretion. Assets allocated to fee-only annuities are charged at a flat 1.00% annual rate.
Fee Estimator
Location
Superior, WI
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.
Exams
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