TrueAdvisor
TrueAdvisor
AM
AM

Alexander Martin

Arax Advisory Partners
31 Years of Experience
Largo, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Alexander Martin is a registered investment advisor at Arax Advisory Partners, based in Largo, FL, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.

Arax Advisory Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Largo, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander owns a small business consulting firm, providing strategy, technology, and administrative assistance, dedicating minimal time to it. Alexander is also a licensed insurance agent and occasionally offers clients insurance advice or products.

Employment History
Current Registrations
Arax Advisory Partners
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Schechter Investment Advisors, LLC
March 2025 - July 2025 · 4 mos
Schechter Investment Advisors, LLC
December 2017 - August 2018 · 8 mos
Cssc Investment Advisory Services, INC.
July 2016 - December 2016 · 5 mos
Enlightened Finance LLC
June 2016 - March 2025 · 8 yrs 9 mos
Cssc Brokerage Services, INC.Broker
December 2006 - June 2016 · 9 yrs 6 mos
Cssc Investment Advisory Services, INC.
December 2006 - May 2016 · 9 yrs 5 mos
Mutual Service CorporationBroker
August 2001 - March 2007 · 5 yrs 7 mos
Cssc Investment Advisory Services, INC.
July 1999 - April 2005 · 5 yrs 9 mos
Fsc Securities CorporationBroker
February 1998 - August 2001 · 3 yrs 6 mos
North American Financial Group, INC.Broker
April 1997 - March 1998 · 11 mos
North American Financial Group, INC.Broker
September 1996 - April 1997 · 7 mos
American Express Financial Advisors INC.Broker
June 1995 - August 1996 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
June 1995 - August 1996 · 1 yr 2 mos
State Registrations4 states
CAFLMITX
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.
More Advisors
More financial advisors in Largo, FL →All financial advisors in Florida →
Alexander Martin - Financial Advisor | TrueAdvisor