AG
CFP

Alec Daniel Giesting

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Prime Capital Financial offers various fee structures depending on the service. Asset management fees are charged either as part of a wrap fee program (advisory and transaction costs combined) or on a transaction-based pricing model (advisory fees plus separate transaction costs). They also offer financial planning and business consulting services, the fees for which are not detailed in this brochure. Minimum investment amounts are required, but the specific amount is not stated in this brochure.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

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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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Other Business ActivitiesSells Insurance

Alec sells and services fixed insurance products through Prime Capital Risk Management, dedicating minimal time to this activity. Alec is also a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, spending minimal time on this role as well.

Employment History
Current Registrations
Prime Capital Financial
October 2018 - Present · 7 yrs 3 mos
State Registrations3 states
COKSTX
Advisor
Exams
No exam information available for this advisor.
Alec Daniel Giesting - Financial Advisor | AdvisorDiscover