Alex Alexandre is a registered investment advisor at Aalexander LLC, based in Laguna Niguel, CA. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
The management fee on the initial investment may be billed either in advance or in arrears. AAlexander may also charge a one-time, non-refundable onboarding fee of up to $500 for new client relationships.
Fee Estimator
Location
Laguna Niguel, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aalexander LLC
State Registrations1 state
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