Alexander Coggins is a registered investment advisor at 49 Financial, based in Charlotte, NC, with 1 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 3,839 clients with $1.4B 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 | 1.65% |
Maximum advisory fee is 1.65% of assets under management, payable quarterly in advance. Fees are negotiable.
Fee Estimator
Location
1213 W Morehead St, Suite 508,, Charlotte, NC, 28208
Get directionsHistory
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
49 Financial
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
More Advisors
- Andrew Deangelis, CFAVenture Visionary Partners LLC
- Chad Wilfong, CFPWells Fargo Advisors
- Justin Viviano, CFPModera Wealth Management, LLC
- Nicholas Walker, CFP
- Don Stamas, CFPDefender Capital
- David Rotatori, CFPBeacon Capital Advisory Group