| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
3344 Route 9 North, Poughkeepsie, NY, 12601
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Learn about disclosures →Alexander is a 35% owner/partner in Prime Wealth Management, LLC, doing business as Prime Tax Planning Division, where he works as a business manager and tax preparer for about a quarter of his time. He also works full-time as a registered representative and wealth consultant for Prime Retirement Asset Management, Inc, which is a bill-paying entity for B. Riley Wealth.