Alex Offerman is a CFP-designated registered investment advisor at Model Wealth, based in Wheaton, IL, with 7 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 159 clients with $290M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Model Wealth provides ongoing financial planning and investment management services for a flat annual fee based on the scope of services and complexity of the client's financial situation. Alternatively, Model Wealth may charge a percentage-based fee not to exceed 0.75% of the client’s total portfolio value where the size of a client’s portfolios could make the annual flat fee excessive.
Model Wealth also uses Betterment for Advisors and Vanguard Personalized Investment Management (VPIM). Betterment charges a fee of 0.15% (subject to a maximum annual fee of 0.50%), and VPIM charges a tiered fee with a maximum annual fee of 0.20%. These fees are in addition to Model Wealth's management fee.
Location
Wheaton, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Model Wealth
Previous Registrations
Highpoint Advisor Group, LLC
State Registrations1 state
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