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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 491 clients with $590M 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 negotiated, waived, or reduced at the firm's discretion based on account size and complexity. Family accounts living in the same household may be combined to reach lower fee tiers.
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
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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