Alvin Knox is a registered investment advisor at Warren Street Wealth Advisors, LLC, based in Irvine, CA, with 6 years of industry experience. Alvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 461 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2.00% of assets under management. Fees are negotiable and can be structured as a flat percentage or tiered. Account values of family members in the same household may be combined to determine breakpoints.
Fee Estimator
Location
200 Spectrum Center Drive, Suite 300, Irvine, CA, 92618
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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
Warren Street Wealth Advisors, LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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
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