Alexander Assaley
Alexander Assaley is a registered investment advisor at Global Retirement Partners LLC, based in Bethesda, MD, with 19 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
7700 Old Georgetown Road, Suite 630, Bethesda, MD, 20814
Get directionsHistory
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 ActivitiesSells Insurance
Alexander is an insurance agent selling fixed insurance products through AFS Financial Group, LLC, dedicating minimal time. He is also a partner and part owner of AFS 401K Retirement Services, LLC, spending nearly full-time on this venture, and has ownership in 7700 OGR Financial, LLC and MoneyNav, LLC.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Global Retirement Partners LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Dmg Securities, INC.Broker
State Registrations5 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.