Alexander Knapp is a CFA-designated registered investment advisor at Thomas J. Herzfeld Advisors, INC., based in New York, NY, 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 High Net Worth, Investment Management. Their firm serves 300 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Basic fee schedule for separately managed accounts ranges from 0.50% to 1.50% depending on product, asset type, and size of account. Fees are negotiable in some circumstances.
Fee Estimator
Location
New York, NY
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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.
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Alexander is an LLC member of Turn 2 Lending, LLC, a real estate investing company, since 2014. He dedicates a few hours per week to finding and investing in residential real estate with his father.
Employment History
Current Registrations
Thomas J. Herzfeld Advisors, INC.
Previous Registrations
Aviva Investors Americas
Ballentine Partners
State Registrations1 state
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
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