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Alexander Fernand Labrunerie

33 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
1,127 clients
Average Client Portfolio
$466K average
Assets Under Management
$525.1M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $2.5M0.85%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

601 W. Nifong Blvd., Suite 3B, Columbia, MO, 65203-6804

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alexander is the President and 73% owner of LaBrunerie Financial and Alexander LaBrunerie & Co, a registered investment advisor, dedicating full-time hours to this role. He also serves as a board member/treasurer for Columbia Community Land Trust, co-owns a Jimmy John's franchise, and co-owns Stonebridge LLC, a rental property company.

Employment History
Current Registrations
Saxony Securities, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Alexander Labrunerie & CO., INC.
May 2001 - Present · 24 yrs 9 mos
Previous Registrations
Labrunerie Financial Services, INC.Broker
April 1995 - December 2023 · 28 yrs 8 mos
Transamerica Financial Resources, INC.Broker
June 1992 - May 1995 · 2 yrs 11 mos
State Registrations23 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.