Alexander Conaghan is a registered investment advisor at Conaghan Financial Services, based in Dublin, CA, with 11 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1 clients with $240K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Conaghan Financial Services charges a percentage of your portfolio value annually for investment management. This fee ranges from 0.5% to 2.0% per year. The fee is calculated quarterly based on the average of the beginning and ending account balance for the quarter. Clients receiving portfolio asset management services will not be billed a client retention fee.
Location
Dublin, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander operates a sole proprietorship, Five Star Tax and Accounting, offering tax and accounting services. The goal is to unify financial services for investment clients and create efficiency.
Employment History
Current Registrations
Conaghan Financial Services
State Registrations1 state
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.