Alan Besterman is a registered investment advisor at Fsp Advisors, INC., based in East Chatham, NY, with 42 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 233 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
East Chatham, NY
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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 ActivitiesSells Insurance
Alan works as an investment advisor through FSP Advisors, Inc. and is also a NRA certified pistol instructor. Additionally, Alan is the 100% owner of The Balance Sheet, Inc. for tax return preparation, assists the East Chatham Fire Dept, and sells employee benefits insurance.
Employment History
Current Registrations
Fsp Advisors, INC.
Leigh Baldwin & CO., LLC
Leigh Baldwin & CO., LLCBroker
Previous Registrations
Wall Street Financial Group, INC.Broker
Invest Financial CorporationBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Cadaret, Grant & CO., INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.