AW
CFP
AW
CFP

Alexander Walker

7 Years of Experience
2 DisclosuresSells Insurance

Alexander Walker is a CFP-designated registered investment advisor at Detalus Advisors, LLC, based in St. Louis, MO, with 7 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 646 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
646 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$928.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $4.0M0.75%
$4.0M - $7.0M0.65%
$7.0M - $10.0M0.50%
$10.0M - $15.0M0.45%
$15.0M - $20.0M0.40%
$20M+0.35%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

383 Marshall Avenue, St. Louis, MO, 63119

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History

Regulatory History (2)
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Criminal
December 2014
Final Disposition
Criminal
September 2012
Final Disposition
Other Business ActivitiesSells Insurance

Alexander is a licensed insurance representative of Detalus Insurance Services, LLC since 2017. He can offer or recommend insurance and insurance-related investment products for which he may receive separate compensation.

Employment History
Current Registrations
Detalus Advisors, LLC
April 2020 - Present · 6 yrs
Previous Registrations
MML Investors Services, LLC
April 2019 - April 2020 · 1 yr
MML Investors Services, LLCBroker
January 2019 - April 2020 · 1 yr 3 mos
State Registrations2 states
MOTX
Advisor

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
No exam information available for this advisor.