Alexander Burke is a CFP-designated registered investment advisor at Financial Solutions Associates, based in Dedham, MA, with 14 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 174 clients with $150M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Investment management fees are subject to negotiation at the advisor’s discretion.
Fee Estimator
Location
990 Washington St, Suite 317, Dedham, MA, 02026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Solutions Associates
State Registrations6 states
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