Brett Alexander is a registered investment advisor at Cash Flow Investment Services LLC, based in Ogden, UT, with 29 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 86 clients with $92M 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 | 0.50% |
Fees are non-negotiable.
Fee Estimator
Location
Ogden, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cash Flow Investment Services LLC
State Registrations3 states
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