Alexander Opoulos
Alexander Opoulos is a registered investment advisor at Objectivity Squared Wealth Management, based in Charleston, SC, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 181 clients with $490M 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 $10.0M | 1.00% |
| $10.0M - $15.0M | 0.90% |
| $15M+ | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
701 East Bay Street, Suite 403, Charleston, SC, 29403
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1999Other Business ActivitiesSells Insurance
Alexander is a partner in A&B Waterway LLC and Basic Kitchen, both investment-related businesses, dedicating minimal time to each. He also engages in fixed insurance sales through Objectivity Squared Insurance Solutions LLC, dedicating minimal time to this activity as well.
Employment History
Current Registrations
Objectivity Squared Wealth Management
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.