Alex Quan is a registered investment advisor at Skysphere LLC, based in San Jose, CA, with 17 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SKYSPHERE LLC manages individual portfolios of securities. The annual fee ranges from 0.75% to 1.50% of the value of your portfolio. The minimum account size is $250,000. Fees are normally paid quarterly in advance.
Location
2880 Zanker Rd, Ste 203, San Jose, CA, 95134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Alex serves as a board member and president of Atzen Inc., a skin care company based in San Jose, CA. This activity is not investment-related.
Employment History
Current Registrations
Skysphere LLC
Previous Registrations
Heaviside Wealth Management
Heaviside Wealth Management
State Registrations1 state
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