Alek Wyatt is a CFP-designated registered investment advisor at Gryphon Wealth, based in Jacksonville, FL, with 5 years of industry experience. Alek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 695 clients with $3.2B 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 $6.0M | 1.25% |
| $5.0M - $75.0M | 0.45% |
| $6.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $50.0M | 0.55% |
| $50M+ | 0.35% |
Fees are negotiable based on relationship size and complexity. The highest percentage rate reached applies to all managed assets.
Fee Estimator
Location
4600 Touchton Road E, Building 200,, Suite 110, Jacksonville, FL, 32246
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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 →Employment History
Current Registrations
Gryphon Wealth
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.
Exams
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