Alex Mcdonald
Alex Mcdonald is a registered investment advisor at Farmers Asset Management, LLC, based in West Hills, CA, with 9 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Farmers Asset Management (FAM) uses third-party managers like Orion Portfolio Solutions (OPS) and Brinker Capital Investments (BCI) to manage investments. FAM charges up to 1.00% of your portfolio, in addition to fees charged by OPS/BCI and any administrative/technology fees. The total investment management service fee will not exceed 2.25%. FAM does not have a minimum annual fee for investment management services.
Location
West Hills, CA
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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 →Employment History
Current Registrations
Farmers Asset Management, LLC
Farmers Financial Solutions, LLCBroker
Farmers Financial Solutions, LLC
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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