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Alexander Divito

13 Years of Experience
BrokerSells Insurance

Alexander Divito is a registered investment advisor at Independent Financial Group, LLC, based in Westlake, OH, with 13 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

25117 Detroit Road, Building #210, Westlake, OH, 44145

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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 ActivitiesSells Insurance

Alexander is the 100% owner of Advance Planning Concepts, Inc. and an agent/representative for Investment Planning Group, Inc., both DBAs providing financial and investment advisory services, respectively, and each taking nearly full-time. Alexander is also an Ohio insurance agent offering sales of fixed insurance, dedicating a few hours per week, and a notary public.

Employment History
Current Registrations
Independent Financial Group, LLC
May 2012 - Present · 13 yrs 11 mos
Independent Financial Group, LLCBroker
March 2012 - Present · 14 yrs 1 mo
State Registrations15 states
AZCACOFLILINKYMNNCNHNYOHPASCTN
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.