Advisor at Grape Modern Wealth Management
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Firm
Grape Modern Wealth Management
Location
Temecula, CA 92592
Credentials
Series 63, Series 66
Industry experience
13 years
Alexander Newman is a financial advisor at Grape Modern Wealth Management with 13 years of industry experience. He previously worked at Wells Fargo Advisors and J.P. Morgan Securities. Outside of his advisory role, he founded Retire Temecula, a social group for retirees, and the Temecula Polo Club, where he serves as president. Grape Modern Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm focuses on fundamental analysis and a long-term investment approach, managing accounts primarily in equities, fixed income, ETFs, and commodities without requiring an account minimum.
$0 - $1,000,000: 2.00% annually Over $1,000,000+: 1.00% annually Accounts holding only cash+: 0.50% annually
Minimum fee: $2,000 per year minimum fee Fee-only: Advisory fees only; no commissions or other compensation
31285 Temecula Parkway, Suite C8 235
Temecula, CA 92592
California
Grape Modern Wealth Management
2022 - Present (4 years)
Wells Fargo Advisors
2017 - 2022 (5 years)
J.P. Morgan Securities
2012 - 2017 (5 years)
JP Morgan Chase
2010 - 2017 (7 years)
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