AL

Alex Cameron Lecure

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
46 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Annual Fee:$400
Hourly Rate:$125 - $600/hr

The annual fee for direct asset management typically ranges from 0.5% to 3% of the managed assets' value, billed quarterly. Fees are negotiable based on factors like asset size and portfolio complexity. Clients also pay a $5.50 administrative service charge per trade (with some exceptions), custodial fees, and internal fees from investments like mutual funds and ETFs. Investment consulting fees range from $125 to $600 per hour, depending on the complexity of the services.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Loading...

Advisor Information

Office location

2422 Hyde Park Road, Suite A, Jefferson City, MO, 65109

Get directions
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alex is an insurance agent since 2021, dedicating minimal time to insurance service and sales. Additionally, Alex provides seasonal tax preparation services, dedicating about a quarter of their time during tax season.

Employment History
Current Registrations
Smith, Moore & CO. Broker
September 2021 - Present · 4 yrs 4 mos
Smith Moore & CO.
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
Huntleigh Advisors, INC.
October 2013 - May 2021 · 7 yrs 7 mos
K. W. Chambers & CO.Broker
February 2012 - December 2016 · 4 yrs 10 mos
State Registrations24 states
ALARCACODEFLGAHIIAILKSLAMDMIMONCNENYOKSDTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex Cameron Lecure - Financial Advisor | AdvisorDiscover