Alexander Braun is a CFA-designated registered investment advisor at Fpnavigators, based in Maple Grove, MN, with 1 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 433 clients with $360M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $6.0M | 0.85% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.55% |
| $20.0M - $40.0M | 0.50% |
| $40.0M - $75.0M | 0.45% |
| $75.0M - $150.0M | 0.43% |
| $150M+ | 0.40% |
Annual fees are negotiable. Families may combine their assets for billing purposes. Financial planning services are included in this fee in most cases.
Fee Estimator
Location
7365 Kirkwood Court N, Suite 330, Maple Grove, MN, 55369
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fpnavigators
State Registrations2 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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