Alexander Black is a CFP-designated registered investment advisor at Integris Wealth Management, LLC, based in Monterey, CA, with 11 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 279 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be negotiable. Minimum quarterly fee of $2,500 (annual minimum of $10,000).
Fee Estimator
Contact
Alexander Black
Location
435 Washington Street, Suite A, Monterey, CA, 93940
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Alexander is a passive owner of rental real estate through Lightwood LLC. This activity requires minimal time.
Employment History
Current Registrations
Integris Wealth Management, LLC
Previous Registrations
Moss Adams Wealth Advisors LLC
State Registrations2 states
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