John Alexander
John Alexander is a registered investment advisor at Kiker Wealth Management, LLC, based in Watkinsville, GA, with 21 years of industry experience. John 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. Their firm serves 901 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kiker Wealth Management's annual investment management fee is a percentage of your portfolio's value, determined individually for each client. The maximum fee is 2% per year. Kiker Wealth Management may impose a minimum portfolio value or a minimum annual fee. Fees are payable quarterly in advance.
Location
1120 Mars Hill Road, Suite 109, Watkinsville, GA, 30677
Get directionsHistory
Regulatory History (3)
Regulatory
July 2019Employment Separation After Allegations
August 2017Customer Dispute
May 2017Other Business Activities
John has private stock ownership in FormFree, a credit verification company, but holds no official position and dedicates no time to it. He is also the President of Alexander Wealth Management, LLC, a pass-through entity for tax purposes.
Employment History
Current Registrations
Kiker Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
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.