Alexander Schilling
Alexander Schilling is a registered investment advisor at Union Square Global Wealth Management, based in San Francisco, CA, with 23 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, High Net Worth, Investment Management. Their firm serves 24 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Union Square Investment Company charges investment advisory fees that are negotiable based on the complexity of the relationship, investment structure, and other unique factors. Clients may be charged a flat fee or a percentage of the net market value of their portfolio, payable monthly, quarterly, or annually, subject to an annual minimum.
Because Union Square Investment Company primarily invests in mutual funds, exchange-traded funds, and private funds, clients also pay management and performance fees to the underlying fund managers, resulting in multiple layers of fees for the same assets.
Location
180 Geary Street, Suite 500, San Francisco, CA, 94108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is the President/Owner of FBN since 1988, and CFO/VP of Tangent Investors Corporation since 1992. He also holds leadership positions at Tangent Fund Management, LLC and Tangent Fund Management II, LLC since the mid-1990s, dedicating variable hours outside of trading hours.
Employment History
Current Registrations
Union Square Global Wealth Management
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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