Alexander Chandler
Alexander Chandler is a CFP-designated registered investment advisor at Base Wealth Management, based in Jacksonville, FL, with 17 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 754 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. Management fees may be reduced or waived for directors, officers, and employees of Base Wealth at the discretion of management. These fees may be negotiated by Base Wealth at its sole discretion.
Fee Estimator
Location
Jacksonville, FL
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Regulatory History (1)
Customer Dispute
October 2018Employment History
Current Registrations
Base Wealth Management
Previous Registrations
Heritage Financial Advisory, LLC
Fleishel Financial Associates, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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.