Alexander Boemark is a registered investment advisor at Alpha Financial Nordic, based in Fountain Hills, AZ, with 10 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. Their firm serves 19 clients with $13M 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 $200K | 1.10% |
| $200K - $600K | 0.85% |
| $600K - $1.0M | 0.65% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.22% |
Fees may be discounted on a case-by-case basis for aggregated accounts.
Fee Estimator
Location
16810 E Avenue of the Fountains, Suite 200, 16810, Fountain Hills, AZ, 85268
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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 owns Rising Sun - Real Estate, LLC, a rental property, since 2011, generating passive rental income and taking about 10-20% of his time. He is also the principal of Vikings In America, LLC, a membership organization, since 2018.
Employment History
Current Registrations
Alpha Financial Nordic
State Registrations1 state
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