Alexander Martland is a registered investment advisor at Vestmark Advisory Solutions, INC., based in Hingham, MA, with 3 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32,047 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
32,047 clients
Average Client Portfolio
$313K average
Assets Under Management
$10.0B

Fee Structure

Investment management only (planning not offered)

Vestmark Advisory Solutions (VAS) provides services to financial advisors, who then use these services for their clients. The fees for these services are charged to the financial advisors, not directly to individual investors. These fees cover various services:

  • Manager Model Delivery: 0 to 0.15%.
  • Separate Account Management: 0 to 0.30%.
  • Overlay Management: 0.04% to 0.20%.
  • Direct Indexing: 0 to 0.30%.
  • Manager Fees: 0.10% to 1.00%
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Location

Hingham, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Vestmark Advisory Solutions, INC.
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Crestwood Advisors
May 2019 - November 2020 · 1 yr 6 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.