Alexander Harris Webb

Ieq Capital, LLC

5 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningCharitable GivingEstate PlanningTax PlanningHigh Net Worth

Ieq Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

141 advisors

Number of Clients

1,963 clients

Average Client Portfolio

$18.0M average

Assets Under Management

$35.4B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$25,000

Location

950 Tower Lane, Suite 1800, Foster City, CA, 94404

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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.

Employment History

Current Registrations

Ieq Capital, LLC

October 2022 - Present · 3 yrs 4 mos

Previous Registrations

Dfa Securities LLCBroker

June 2020 - June 2022 · 2 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.