Alexander Voorhees
Alexander Voorhees is a CFP-designated registered investment advisor at Reston Wealth Management, based in Reston, VA, with 12 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 473 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.80% |
Fees may be negotiable. Pre-existing clients may be subject to a more favorable fee schedule.
Fee Estimator
Location
1984 Isaac Newton Square West, Suite 107, Reston, VA, 20190
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander is involved with Reston Wealth Management, LLC, selling non-variable insurance products including term, long-term care, health, and disability insurance. This activity takes about 10-20% of Alexander's time.
Employment History
Current Registrations
Reston Wealth Management
Previous Registrations
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations2 states
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