John Frymire
John Frymire is a CFP-designated registered investment advisor at Alexander Investment Services CO., based in Fisherville, KY, with 28 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,250 clients with $500M 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 $500K | 0.78% |
| $500K - $1.0M | 0.58% |
| $1.0M - $5.0M | 0.38% |
| $5.0M - $7.5M | 0.33% |
| $7.5M - $15.0M | 0.28% |
| $15M+ | 0.23% |
Sample fee schedule shown for illustration; actual rates are negotiated with each representative but cannot exceed 0.80% at any level. Scaled-fee accounts are also available with individually negotiated rates.
Fee Estimator
Location
Fisherville, KY
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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
John is a minority shareholder in Roy's Boys, LLC, a real estate investment company owning a commercial office building. He devotes minimal time to this non-securities related activity.
Employment History
Current Registrations
Alexander Investment Services CO.
Alexander Investment Services CO.
Alexander Investment Services CO.Broker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations12 states
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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