AV
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Alexander Vanderhenst-Huerta

1 Year of Experience
Phoenix, AZ

Alexander Vanderhenst-Huerta is a registered investment advisor at Foundations Investment Advisors LLC, based in Phoenix, AZ, with 1 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, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
297 advisors
Number of Clients
29,663 clients
Average Client Portfolio
$340K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4310 E. Cotton Center Blvd, Suite 120, Phoenix, AZ, 85040

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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
Foundations Investment Advisors LLC
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Capital Insight Partners, LLC
April 2024 - May 2024 · 1 mo
State Registrations1 state
AZ
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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