Alexander Tollen
Alexander Tollen is a registered investment advisor at Mcgowan Group Asset Management, INC., based in Dallas, TX, with 15 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,773 clients with $1.1B 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 | 0.99% |
| $3.0M - $10.0M | 0.88% |
| $10M+ | 0.83% |
Base annualized advisory fees range from 0.59% to 1.50% before consolidation breakpoints. Rates drop for assets exceeding $1M (0.99%), $3M (0.88%), and $10M (0.83%).
Fee Estimator
Location
200 Crescent Court, Suite 657, Dallas, TX, 75201
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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
Alexander is an artist and occasionally sells artwork, spending minimal time on this activity. He is also a partner in Plastered Furniture, dedicating a few hours per week.
Employment History
Current Registrations
Mcgowan Group Asset Management, INC.
Previous Registrations
Edi Investment Advisor Corporation
State Registrations1 state
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
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