Alex Socolof
Alex Socolof is a registered investment advisor at Strategic Wealth Management LLC, based in Briarcliff Manor, NY, with 9 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 26 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Wealth Management's annual investment management fees range from 0.375% to 2.00% of your portfolio's value, billed quarterly. The exact fee is negotiable and depends on factors like the number of accounts, complexity, and time spent researching recommendations. These fees may be higher than average compared to other firms.
Location
555 Pleasantville Rd, S109, Briarcliff Manor, NY, 10510
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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 →Other Business Activities
Alex is a 49% owner of Rifency, a research and development company focused on emission reduction technology. Alex spends minimal time on this activity, but future activity is possible.
Employment History
Current Registrations
Strategic Wealth Management LLC
Previous Registrations
Strategic Wealth Management LLC
State Registrations1 state
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