Alex Hilbert is a registered investment advisor at Life Story Wealth Planning, based in Scottsdale, AZ, with 12 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Life Story Wealth Planning charges an initial fee of 2% of the assets they manage, capped at $50,000, to construct a comprehensive financial plan. In addition, they charge a performance-based fee equal to 30% of the gross profits, adjusted for deposits and withdrawals made during the year, and subject to Life Story Wealth Planning’s high water bench mark of 1.5% quarterly. The minimum account size requirement for Clients in a performance-based fee plan is $1,100,000.
Location
6991 East Camelback Rd.,, Suite D-300, Scottsdale, AZ, 85251
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Life Story Wealth Planning
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Hilbert Financial Group, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
State Registrations1 state
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