Alexander Insley
Alexander Insley is a registered investment advisor at Zacks Investment Management, INC., based in Chicago, IL, with 31 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, Socially Responsible Investing. Their firm serves 3,741 clients with $15B 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 $500K | 1.80% |
| $500K - $1.0M | 1.65% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.45% |
| $2.0M - $2.5M | 1.35% |
| $2.5M - $3.0M | 1.30% |
| $3.0M - $3.5M | 1.25% |
| $3.5M - $4.0M | 1.20% |
| $4.0M - $4.5M | 1.15% |
| $4.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 1.00% |
Fees are payable quarterly in advance. Fixed-income accounts and other strategies have alternative fee schedules.
Fee Estimator
Location
101 N. Wacker Drive, Suite 1500, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Criminal
July 1987Employment History
Current Registrations
Zacks Investment Management, INC.
Previous Registrations
Fisher Investments
Alps Distributors, INC.Broker
Fifth Third Asset Management, INC.
Bisys Fund Services Limited PartnershipBroker
Centura Funds Distributor, INC.Broker
Bny Hamilton Distributors, INC.Broker
Performance Funds Distributor, INC.Broker
Bisys Fund Services Limited PartnershipBroker
Concord Financial Group, INC.Broker
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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