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Alexander Rasky

40 Years of Experience
Royal Oak, MI
Broker

Alexander Rasky is a registered investment advisor at Capital Analysts, based in Royal Oak, MI, with 40 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
610 advisors
Number of Clients
15,840 clients
Average Client Portfolio
$554K average
Assets Under Management
$8.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.25%
$1.0M - $2.0M1.25%
$2M+1.25%

Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

990 North Main Street, Royal Oak, MI, 48067

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History

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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Employment History
Current Registrations
Capital Analysts
July 2023 - Present · 3 yrs 3 mos
Lincoln Investment
June 2017 - Present · 9 yrs 4 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Legend Advisory, LLC
August 2011 - October 2019 · 8 yrs 2 mos
Legend Equities CorporationBroker
October 2008 - January 2017 · 8 yrs 3 mos
Aig Retirement Advisors, INC.Broker
February 1999 - November 2008 · 9 yrs 9 mos
The Variable Annuity Marketing CompanyBroker
July 1986 - December 2001 · 15 yrs 5 mos
State Registrations4 states
FLMIOHOR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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