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Alexander Harriehausen

13 Years of Experience
Boca Raton, FL
BrokerSells Insurance

Alexander Harriehausen is a registered investment advisor at VALIC Financial Advisors, INC., based in Boca Raton, FL, with 13 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

1800 North Military Trail, Suite 340, Boca Raton, FL, 33431

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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 an agent selling non-securities insurance products, dedicating a few hours per week. He is also a silent partner/investor in a real estate venture in Costa Rica and owns rental property, both requiring minimal time.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
October 2017 - Present · 8 yrs 9 mos
VALIC Financial Advisors, INC.Broker
April 2015 - Present · 11 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - November 2014 · 2 yrs 1 mo
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations1 state
FL
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.
Alexander Harriehausen - Financial Advisor | TrueAdvisor