Alan Blacharz is a registered investment advisor at Ab2 Capital Partners LLC, based in Hollywood, FL, with 10 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AB2 Capital charges a fixed annual fee for its services, payable monthly. The fee is negotiated with each client. Clients may also pay an annual discretionary bonus to AB2 Capital. Clients are responsible for custodial fees, brokerage commissions, and other transaction fees.
Location
1201 S Ocean Drive, Apt 1101N, Hollywood, FL, 33019
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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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Alan is a real estate licensee and independent contractor at Master Real Estate since 2012, focusing on sales and rentals in South Florida. This activity requires minimal time commitment.
Employment History
Current Registrations
Ab2 Capital Partners LLC
Previous Registrations
Leumi Investment Services INC.
Leumi Investment Services INC.Broker
State Registrations1 state
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