Alexander Berman is a registered investment advisor at Bais Enterprise, based in Sparkill, NY, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.38% |
| $250K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5M+ | 1.00% |
Fees may be discounted at the firm's discretion but are not negotiable. The firm may aggregate accounts for the same individual or family to discount the asset-based fee.
Fee Estimator
Location
Sparkill, NY
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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
Bais Enterprise
State Registrations1 state
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