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Alexander Fleiss

12 Years of Experience
New York, NY

Alexander Fleiss is a registered investment advisor at Rebellion Research, based in New York, NY, with 12 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 75 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
75 clients
Average Client Portfolio
$220K average
Assets Under Management
$16.5M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Rebellion Research Advisors charges between 1.5% and 2.0% of your portfolio annually for investment management. The exact fee is negotiable depending on your needs and the complexity of your situation. Fees are paid daily in advance. There is also a hedge fund option with a 1.5% management fee and a 20% performance fee.

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Location

350 East 54th Street, #1A, New York, NY, 10022

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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 Activities

Alexander is a manager of Rebellion Research Partners LP, a hedge fund, dedicating a few hours per week to this activity. He does not consider this his primary business, and Rebellion Research Advisors, LP always acts in the best interest of the client.

Employment History
Current Registrations
Rebellion Research
July 2013 - Present · 12 yrs 10 mos
State Registrations2 states
NYTX
Advisor

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.