AB
AB

Alexander Barned

33 Years of Experience
St. Augustine, FL
1 DisclosureSells Insurance

Alexander Barned is a registered investment advisor at Absolute Capital Management, LLC, based in St. Augustine, FL, with 33 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986 clients with $740M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
1,986 clients
Average Client Portfolio
$374K average
Assets Under Management
$742.5M

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annual fee charged for advisory services is 2.00%. Fees are negotiable for accounts over $1,000,000 per household.

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

St. Augustine, FL

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History

Regulatory History (1)
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Customer Dispute
August 2007
Settled
Other Business ActivitiesSells Insurance

Alexander owns a timeshare rental property since 2011 and is the owner of Creative Income Strategies, a general insurance agency, selling fixed insurance products since 2015. He also owns College Process Consultants, LLC, a college admissions consulting association, since 2023; each of these activities requires minimal time.

Employment History
Current Registrations
Absolute Capital Management, LLC
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Hanlon Investment Management, INC.
April 2017 - December 2018 · 1 yr 8 mos
Northern Lights Distributors, LLCBroker
March 2017 - August 2022 · 5 yrs 5 mos
Cetera Advisor Networks LLC
July 2014 - December 2016 · 2 yrs 5 mos
Cetera Advisor Networks LLC
January 2014 - June 2014 · 5 mos
Cetera Advisor Networks LLCBroker
August 2013 - December 2016 · 3 yrs 4 mos
Questar Capital CorporationBroker
October 2009 - June 2013 · 3 yrs 8 mos
Wells Fargo Advisors, LLCBroker
September 2009 - October 2009 · 1 mo
UBS Financial Services INC.Broker
September 2003 - October 2009 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
November 1993 - September 2003 · 9 yrs 10 mos
Lehman Brothers INC.Broker
May 1992 - January 1993 · 8 mos
Wall Street Investment CorporationBroker
February 1992 - January 1993 · 11 mos
State Registrations2 states
FLPA
Advisor

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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