Alec Perschon
Alec Perschon is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Salt Lake City, UT, with 3 years of industry experience. Alec is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B 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 | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.
Fee Estimator
Location
6340 South 3000 East, Suite 350, Salt Lake City, UT, 84121
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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 ActivitiesSells Insurance
Alec is a managing partner at Elevated Private Wealth Advisors, spending full-time hours servicing clients with planning and investments. Alec is also an insurance agent/producer at Elevated Insurance Advisors, dedicating about 10-20% of their time to running quotes and helping clients understand their coverage, and a model at McCarty's Talent Agency, spending minimal time taking pictures and performing tasks.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
State Registrations14 states
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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