Alexander Bastron
Alexander Bastron is a registered investment advisor at Northstar Financial Companies, INC., based in Golden, CO, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 524 clients with $440M 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 | 1.25% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable. The wrap fee covers the cost of comprehensive, ongoing financial planning.
Fee Estimator
Location
13301 West 43rd Street, Unit 6A, Golden, CO, 80403
Get directionsHistory
Regulatory History (1)
Regulatory
April 2016Other Business ActivitiesSells Insurance
Alexander dedicates about a quarter of his time to comprehensive financial planning under Northstar Financial Companies. He also spends a few hours per week as an insurance consultant/agent for various insurance companies.
Employment History
Current Registrations
Northstar Financial Companies, INC.
Previous Registrations
Longview Wealth Management
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
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.