Alexander Page
Alexander Page is a registered investment advisor at Page Capital Private Wealth Management, LLC, based in Walnut Creek, CA, with 8 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 12 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Page Capital Private Wealth Management offers comprehensive portfolio management where they manage your investments and provide financial planning. The annual fee will not exceed 2.00% of the value of your account, billed monthly. Fees are negotiable and deducted directly from your account.
Location
Walnut Creek, CA
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Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Alexander is involved with Page Capital Insurance, offering insurance products and receiving fees as a licensed agent/broker, dedicating full-time hours to this role. He also serves on the Finance Board Committee for Saint Mary's Elementary School, spending minimal time per quarter on budgeting, reconciliation, and school program development.
Employment History
Current Registrations
Page Capital Private Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.