Alejandro Herrera

Assetmark, INC.

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement Planning

Assetmark, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

410,747 clients

Average Client Portfolio

$188K average

Assets Under Management

$77.4B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

200 W Madison St, Suite 2200, Chicago, IL, 60606

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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

Alejandro works full-time as an Advisor Success Consultant for AssetMark, Inc. He also owns A & C Auto Detail LLC, a car wash and detailing business, dedicating about a quarter of his time to it.