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Alexandra Carrington

4 Years of Experience
Atlanta, GA

Alexandra Carrington is a registered investment advisor at Ieq Capital, LLC, based in Atlanta, GA, with 4 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,309 clients with $57B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
196 advisors
Number of Clients
2,309 clients
Average Client Portfolio
$24.6M average
Assets Under Management
$56.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fee is up to 1%. Certain clients are subject to a minimum management fee starting at $6,250 per quarter. Fees are negotiable.

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

3198 Cains Hill Place NW, Floor 2, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ieq Capital, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Suntrust Robinson Humphrey, INC.Broker
August 2015 - July 2018 · 2 yrs 11 mos
State Registrations1 state
GA
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.
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