Advisor at Klocker Investment Advisers
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Firm
Klocker Investment Advisers
Location
Sioux Falls, SD
Credentials
Series 65
Industry experience
1 year
Alex Klocker is the sole advisor at Klocker Investment Advisers in Sioux Falls, SD. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he worked at FedEx for five years and was involved with Klockers Mattress World Inc. for 19 years. Klocker Investment Advisers provides discretionary investment management primarily for pooled and institutional accounts, as well as hourly advice for clients who prefer self-management. The firm employs a tactical, actively managed approach that adjusts allocations based on sector outlooks and client risk tolerances, with frequent account reviews and the use of option strategies for clients with aggressive risk profiles.
Based on Klocker Investment Advisers
1.25% of assets under management per year
$295 per hour for investment advice only (no portfolio management)
20% of capital gains plus 1.25% AUM fee for qualified investors with accounts over $1.1 million or net worth over $2.1 million
Account minimum: $50,000.00
Sioux Falls, SD
South Dakota
Full time education and trading personal retail investment Acct.
2023 - Present (3 years)
Fedex
2018 - 2023 (5 years)
Klockers Mattress World Inc.
1999 - 2018 (19 years)
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Other specialized services
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