Robert Meek is a registered investment advisor at Alexander Investment Services CO., based in Louisville, KY, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,250 clients with $500M 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 $500K | 0.78% |
| $500K - $1.0M | 0.58% |
| $1.0M - $5.0M | 0.38% |
| $5.0M - $7.5M | 0.33% |
| $7.5M - $15.0M | 0.28% |
| $15M+ | 0.23% |
All Investment Advisory Service Agreements are negotiated between the individual Investment Adviser Representative being engaged and their clients subject to the company’s review and approval. In no cases will the maximum fee charged to a client at any level exceed 0.80% (8/10 of 1%).
Fee Estimator
Location
909 Lily Creek Road #101, Louisville, KY, 40243-2808
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert owns a technology consulting business since 2001, dedicating about 10-20% of his time. He also owns commercial investment property, spending minimal time as a landlord.
Employment History
Current Registrations
Alexander Investment Services CO.
Alexander Investment Services CO.Broker
State Registrations1 state
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