Alexander Fratti is a CFA-designated registered investment advisor at Fratti Investment Management, based in State College, PA, with 3 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $200.0M | 0.50% |
| $200.0M - $300.0M | 0.38% |
| $300M+ | 0.25% |
Fratti reserves the right to negotiate and charge different fees for certain accounts based on the client’s particular needs, overall relationship with Fratti and other factors unique to the client’s particular circumstances.
Fee Estimator
Location
State College, PA
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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 →Employment History
Current Registrations
Fratti Investment Management
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Sei Investments Distribution CO.Broker
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.