Alexander Walther
Alexander Walther is a registered investment advisor at Strickler Investment Services, LLC, based in Brighton, MI, with 6 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 282 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strickler Financial Group manages investments through a wrap fee program, which covers advisory services, trading, custody, and reporting for a single fee. The annual fee is a percentage of the value of your portfolio, not to exceed 1.75%. The specific fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are billed monthly, based on the average daily balance of your account.
Location
10299 E. Grand River Rd., Suite I, Brighton, MI, 48116
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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 ActivitiesSells Insurance
Alexander is involved with Strickler Financial Group, doing business as a financial advisor and focusing on insurance sales and services. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Strickler Investment Services, LLC
Previous Registrations
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations3 states
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.