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Alex Boatman

A.G.P / Alliance Global Partners
14 Years of Experience
Chesterfield, MI
Broker
View SEC Summary
View SEC Summary

Alex Boatman is a registered investment advisor at A.G.P / Alliance Global Partners, based in Chesterfield, MI, with 14 years of industry experience. Alex is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.

A.G.P / Alliance Global Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
6,959 clients
Average Client Portfolio
$331K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

49696 Gratiot Avenue, Chesterfield, MI, 48051

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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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Other Business Activities

Alex is the Vice President of Business by the Bay, a networking group, dedicating minimal time. Alex is also the president of Boatman Financial Management PLLC, an investment-related DBA, spending full-time hours on this endeavor.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
January 2021 - Present · 5 yrs 9 mos
A.G.P. / Alliance Global Partners
January 2021 - Present · 5 yrs 9 mos
A.G.P. / Alliance Global PartnersBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
June 2020 - January 2021 · 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2020 - January 2021 · 7 mos
Edward Jones
February 2012 - June 2020 · 8 yrs 4 mos
Edward JonesBroker
November 2011 - June 2020 · 8 yrs 7 mos
State Registrations13 states
AZCACOFLMDMINCNJNYTXUTWIWV
AdvisorBrokerBoth

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.
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