AT
AT

Alexander Tommasino

21 Years of Experience
Key Biscayne, FL
1 Disclosure

Alexander Tommasino is a registered investment advisor at Brickell Investments, LLC, based in Key Biscayne, FL, with 21 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $5.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.4M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M+0.80%

Fees are negotiable in certain instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Key Biscayne, 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
March 2014
Final
Employment History
Current Registrations
Brickell Investments, LLC
April 2007 - Present · 19 yrs 1 mo
Previous Registrations
Morgan Stanley
February 2004 - September 2006 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
November 2003 - September 2006 · 2 yrs 10 mos
State Registrations2 states
FLMA
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.