Alexander Heyniger
Alexander Heyniger is a registered investment advisor at Lri Investments, based in West Hartford, CT, with 16 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 582 clients with $2.8B 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 | 2.00% |
Fees generally will not exceed 2% of assets under management unless higher complexity or time requirements warrant.
Fee Estimator
Location
29 South Main Street, Suite 311, West Hartford, CT, 06107
Get directionsHistory
Regulatory History (1)
Criminal
November 2010Other Business Activities
Alexander is on the board of directors for Potapaug Gun Club, Inc. He is also an advisor for Lindberg & Ripple and Lindberg & Ripple, LRI Investments, LLC, spending well over full-time on these activities, and a partner in Alcort LLC.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
AXA Advisors, LLCBroker
State Registrations9 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.
Exams
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