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AB
ChFC
AB
ChFC

Alan Bacharach

Park Avenue Securities LLC
28 Years of Experience
Portland, OR
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alan Bacharach is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Portland, OR, with 28 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

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

Location

3518 S Corbett Avenue, 2nd Floor, Portland, OR, 97239

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alan is a board member for Israel21c and a member of the Rotary Club, dedicating minimal time to each. He also provides various insurance products to clients and acts as an agent for his son's construction LLC, and may occasionally rent out a camper/trailer.

Employment History
Current Registrations
Park Avenue Securities LLC
July 2012 - Present · 14 yrs 3 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Guardian Investor Services CorporationBroker
October 1998 - May 1999 · 7 mos
Mony Securities CORP.Broker
August 1998 - October 1998 · 2 mos
State Registrations11 states
AZCAFLLAMAMEMTORSCUTWA
AdvisorBrokerBoth

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.
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