Alexandra Grupe is a registered investment advisor at Principal Advised Services, based in Saint Paul, MN, with 4 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 16,940 clients with $890M in assets under management.
Compensation
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Principal Advised Services offers a Managed Account Service where they manage your retirement account for you. The annual fee is up to 0.50% of the daily value of your account. This fee is deducted monthly. The exact fee is negotiable by your employer's retirement plan sponsor and may depend on factors like the number of participants, plan assets, and whether the plan uses Principal's own investment funds. There may be a free trial period.
Location
Saint Paul, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Principal Advised Services
Principal Securities, INC.Broker
Principal Securities, INC.
State Registrations51 states
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