Forrest Alexander
Forrest Alexander is a registered investment advisor at Dual Desert Wealth Management, LLC, based in Kennewick, WA, with 1 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $1.1M 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 $2.0M | 1.00% |
| $2M+ | 0.20% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Kennewick, WA
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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 →Other Business Activities
Forrest is a co-owner of Elevens Enterprises, LLC, a real estate business. He spends minimal time on this activity.
Employment History
Current Registrations
Dual Desert Wealth Management, LLC
Previous Registrations
Centaurus Financial, 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.