Alex Winslow is a CFP-designated registered investment advisor at Harvester Wealth, LLC, based in Dallas, TX, with 31 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 43 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harvester Wealth manages investments for a quarterly fee based on the value of your portfolio, ranging from 0.50% to 1.50% per year. There is generally a $75,000 minimum annual fee, which may be waived. Fees are calculated based on all assets managed by Harvester Wealth. The fees do not include brokerage or custody fees.
Location
6301 Gaston Avenue, Suite 1417, Dallas, TX, 75214
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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 →Employment History
Current Registrations
Harvester Wealth, LLC
Previous Registrations
Northern Trust Securities, INC.Broker
Northern Trust Securities, INC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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