AS
AS

Alex Suggs

8 Years of Experience
Mt. Pleasant, SC

Alex Suggs is a registered investment advisor at Integrated Advisors Network LLC, based in Mt. Pleasant, SC, with 8 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
7,612 clients
Average Client Portfolio
$726K average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.95%

Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.

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

710 Johnnie Dodds Blvd, Suite 202, Mt. Pleasant, SC, 29464

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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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Other Business Activities

Alex works as a senior business development manager for Capital City Financial Partners since March 2025. The business hours and duties are consistent with his advisory practice.

Employment History
Current Registrations
Integrated Advisors Network LLC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2024 - February 2025 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - February 2025 · 6 mos
Integrated Advisors Network LLC
September 2019 - July 2024 · 4 yrs 10 mos
UBS Financial Services INC.
June 2019 - June 2019 · 0 mos
UBS Financial Services INC.Broker
April 2019 - June 2019 · 2 mos
Vanguard Marketing CorporationBroker
November 2016 - December 2018 · 2 yrs 1 mo
State Registrations1 state
SC
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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