Alexander Locker
Alexander Locker is a CFP-designated registered investment advisor at Omnidivitia Wealth Management, INC., based in Flossmoor, IL, with 27 years of industry experience. Alexander 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, Investment Management, and 2 more. Their firm serves 52 clients with $15M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fee is negotiable above $5,000,000. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Flossmoor, IL
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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 provides tax preparation services through OmniDivitia, LLC, a non-investment related business, since 2021. This activity takes about 10-20% of Alexander's time.
Employment History
Current Registrations
Omnidivitia Wealth Management, INC.
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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