Alexander Urpi
Alexander Urpi is a registered investment advisor at Emergent Financial Services, LLC., based in Charlottesville, VA, with 10 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $110M 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 $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are subject to negotiation. For institutions investing in fixed-income only, the fee schedule is as follows: - First $50,000,000: 0.40% - Next $50,000,000: 0.20% - Assets Over $100,000,000: 0.10%
Fee Estimator
Location
310 Old Ivy Way Ste 302, Suite 302, Charlottesville, VA, 22903
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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.
Learn about disclosures →Other Business Activities
Alexander is a partner and researcher at Bell Tower Associates, LLC, performing economic research. This takes nearly full-time, approximately 150 hours per month.
Employment History
Current Registrations
Emergent Financial Services, LLC.
Previous Registrations
Southwestern Capital Markets Advisory Services, LLC
Cypress Asset Management
State Registrations1 state
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