Aalexander LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AAlexander LLC is a fee-only investment adviser that provides portfolio management, financial planning, and standalone investment strategy consultation to individuals (including high-net-worth and international clients) and small businesses. Services cover nondiscretionary management of publicly traded securities as well as goal-based planning, cash flow and retirement projections, and occasional hourly or flat-fee consulting engagements.
The firm combines fundamental and technical analysis in its investment process, typically favoring long‑term holdings while allowing for short‑term transactions when appropriate, and conducts at least annual formal reviews alongside daily or weekly monitoring of market‑priced holdings. All investment actions require client approval; AAlexander does not exercise discretionary trading authority and offers clients the option to impose investment restrictions.
Noteworthy features include a very small client base and asset level—approximately $1,100 in non‑discretionary assets under management across four clients—which is atypical for independent advisers, and an explicit exclusion of non‑high‑net‑worth retail clients from its target mix. The firm also does not aggregate trades, does not vote client proxies, does not accept commissions, and maintains written cybersecurity and business continuity policies.
Client services
Expertise
Fee options
Flat fees for financial planning projects typically range from $500 to $2,000; flat fees for investment strategy consultation range from $300 to $1,000
$1 - $150,000: 1.50% $150,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.75% $2,000,000+: 0.65%
Standard hourly rate of $250 for financial planning and investment strategy consultation
Account minimum: $25,000 Minimum fee: Minimum fee of $500 for hourly financial planning services Fee-only: Fee-only independent investment adviser; no commissions or third-party compensation received
Main office
Laguna Niguel CA
Advisors at this office
1
Most active in
California
Also doing business as
Aalexander Consulting LLC · Aalexander LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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