Alexander Gibbs is a registered investment advisor at Measured Financial, based in Roseville, CA, with 6 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 257 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.05% |
| $500K - $800K | 0.95% |
| $800K+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The same fee schedule applies to variable annuity management.
Fee Estimator
Location
3017 Douglas Blvd,, Suite 300, Roseville, CA, 95661
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Alexander is an engineering teacher at Alcove Unified School District since 2002, dedicating about half their time to this non-investment related activity. Alexander is also an independent insurance agent since 2020, spending a few hours per week on insurance sales and services.
Employment History
Current Registrations
Measured Financial
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations2 states
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