AK
CFA
AK
CFA
Alexander Kluesner is a CFA-designated registered investment advisor at East Bay Investment Solutions, based in Charleston, SC, with 1 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 28 clients.
Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$40,000 - $60,000
Hourly Rate:$300 - $350/hr
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Location
Charleston, SC
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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.
Learn about disclosures →Employment History
Current Registrations
East Bay Investment Solutions
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Focus Partners Wealth, LLC
August 2024 - February 2025 · 6 mos
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.