Alyx Cox
Alyx Cox is a CFP-designated registered investment advisor at Kaizerman & Associates, LLC, based in Natick, MA, with 14 years of industry experience. Alyx operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 15 clients with $26M 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 $100K | 1.50% |
| $100K - $300K | 1.15% |
| $300K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
182 West Central Street, Suite 200, Natick, MA, 01760
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alyx owns a sole proprietorship dealing with fixed insurance products and is also a sole proprietor providing financial planning services under Kaizerman & Associates. Additionally, Alyx is an Enrolled Agent by the IRS, mainly performing tax preparation.
Employment History
Current Registrations
Osaic Wealth, INC.
Kaizerman & Associates, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Kovitz Securities, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
American Century Investment Services INC.Broker
Ngam Distribution, L.P.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations18 states
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