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Alexander Divito

13 Years of Experience
Westlake, OH
BrokerSells Insurance

Alexander Divito is a registered investment advisor at Independent Financial Group, LLC, based in Westlake, OH, with 13 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 · 14 yrs 5 mos
Independent Financial Group, LLCBroker
March 2012 - Present · 14 yrs 7 mos
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.
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