TrueAdvisor
TrueAdvisor
AG
AG

Alexandra Fay Grupe

Principal Advised Services
3 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Principal Advised Services
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
216 advisors
Number of Clients
16,940 clients
Average Client Portfolio
$52K average
Assets Under Management
$887.3M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

Saint Paul, MN

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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.

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Employment History
Current Registrations
Principal Advised Services
April 2024 - Present · 1 yr 10 mos
Principal Securities, INC.Broker
February 2022 - Present · 4 yrs
Principal Securities, INC.
February 2022 - Present · 4 yrs
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.