Alexxander Peralta
Alexxander Peralta is a CFP-designated registered investment advisor at Retirement Investment Advisors INC, based in Oklahoma City, OK, with 3 years of industry experience. Alexxander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,381 clients with $1.3B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $9.0M | 0.75% |
| $9.0M - $11.0M | 0.70% |
| $11.0M - $13.0M | 0.65% |
| $13.0M - $16.0M | 0.60% |
| $16.0M - $20.0M | 0.57% |
| $20M+ | 0.57% |
The minimum annual fee based on assets under management is $1,500. Current client relationships exist where the fees are lower than the fee schedule. We may waive our minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Location
2925 United Founders Blvd, Oklahoma City, OK, 73112
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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 →Employment History
Current Registrations
Retirement Investment Advisors INC
State Registrations2 states
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