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Alex Feyche

6 Years of Experience
Cranberry Twp, PA
Broker

Alex Feyche is a registered investment advisor at Hoffman Capital Advisors LLC, based in Cranberry Twp, PA, with 6 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 370 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
370 clients
Average Client Portfolio
$501K average
Assets Under Management
$185.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $10.0M0.50%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1659 Rt 228, Suite 5, Cranberry Twp, PA, 16066

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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

Alex works as a financial planning assistant at Feyche Investment and Financial Planning and as an IAR wealth manager at Hoffman Capital Advisors LLC. Both roles involve assisting in regular business activities and each takes about half of Alex's time.

Employment History
Current Registrations
Hoffman Capital Advisors LLC
January 2020 - Present · 6 yrs 4 mos
Newedge Securities, LLCBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Ameritas Investment Company, LLCBroker
August 2019 - January 2020 · 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.
Alex Feyche - Financial Advisor | TrueAdvisor