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Alexander Skabry

15 Years of Experience
Sanborn, NY

Alexander Skabry is a registered investment advisor at Harvest Capital Assets, LLC, based in Sanborn, NY, with 15 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, High Net Worth, Investment Management. Their firm serves 233 clients with $67M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
233 clients
Average Client Portfolio
$288K average
Assets Under Management
$67.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.55%

Fees are generally negotiable.

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

Sanborn, NY

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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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Employment History
Current Registrations
Harvest Capital Assets, LLC
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Bfc Planning, INC.
September 2012 - December 2015 · 3 yrs 3 mos
Capital Guardian Wealth Management, LLC
March 2010 - January 2012 · 1 yr 10 mos
Edward Jones
September 2007 - March 2010 · 2 yrs 6 mos
State Registrations2 states
NYTX
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.
Alexander Skabry - Financial Advisor | TrueAdvisor