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Alexander Jenkins

7 Years of Experience
Jacksonville, FL

Alexander Jenkins is a registered investment advisor at Nesteggs, INC., based in Jacksonville, FL, with 7 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 616 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
616 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$911.3M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,800

NestEggs Retirement Plan Services charges fees for retirement plan consulting and model portfolio management based on the complexity of the plan and the value of plan assets. For certain fiduciary services, fees range from 3.33 to 9.16 basis points per month (approximately 0.40% to 1.10% annually). Flat fixed fees range from $200 to $750 per month, and per-participant fees range from $5 to $9 per month. Alternatively, hourly fees range from $90 to $225 per hour with a minimum annual fee of $1,800.

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Location

10407 Centurion Parkway North, Suite 126, Jacksonville, FL, 32256

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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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Employment History
Current Registrations
Nesteggs, INC.
November 2018 - Present · 7 yrs 11 mos
State Registrations1 state
FL
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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