Alexander Allegro is a registered investment advisor at Rooted Wealth Advisors, based in Peoria, IL, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,425 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The annual fee is a maximum of 1.80% and is negotiable.
Fee Estimator
Location
414 Hamilton BLVD, Suite 201, Peoria, IL, 61602
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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
Rooted Wealth Advisors
Previous Registrations
Morgan StanleyBroker
State Registrations1 state
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