Alexander Joseph Yaftali

CFA

Monograph Wealth Advisors, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningCharitable GivingHigh Net Worth

Monograph Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

197 clients

Average Client Portfolio

$13.1M average

Assets Under Management

$2.6B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$85,000

Location

1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266

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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.

Other Business Activities

Alexander is a member of Libretto LLC, a financial planning software company, since 2015. He dedicates no time to this activity.

Employment History

Current Registrations

Monograph Wealth Advisors, LLC

July 2022 - Present · 3 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.