Alexander Cameron
Alexander Cameron is a CFP-designated registered investment advisor at Legacy Wealth Partners, LLC, based in Lakewood, CO, with 21 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,064 clients with $650M 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 | 1.50% |
Annual fee of up to 1.50% of assets under management. Fee payment arrangements can be negotiated.
Fee Estimator
Location
215 Union Blvd., Suite 215, Lakewood, CO, 80228
Get directionsHistory
Regulatory History (1)
Criminal
June 1992Other Business ActivitiesSells Insurance
Alexander is the treasurer and board member for Meadow Run HOA, dedicating minimal time. He also serves as an expert witness in financial planning and wealth management, and works as an insurance agent for Legacy Wealth Partners, spending about 10-20% of his time selling fixed insurance products.
Employment History
Current Registrations
Legacy Wealth Partners, LLC
Previous Registrations
Aveo Capital Partners, LLC
Stephen A. Kohn & Associates, LTD.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.