Alex Crouch is a CFP-designated registered investment advisor at Tech Fp, based in Spring Hill, TN, with 5 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
The above fee schedule includes the sub-advisor's fee. There is a minimum annual fee of $6,000 per couple or $5,000 per individual. If a client’s assets under management fee is less than the minimum annual fee, they will pay the minimum annual fee either monthly or quarterly. If a client’s assets under management fee is greater than the minimum annual fee, they will pay the asset management fee.
Fee Estimator
Location
Spring Hill, TN
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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
Tech Fp
Previous Registrations
Novare Capital Management
Vanguard Marketing CorporationBroker
State Registrations1 state
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