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Alexander Bras

7 Years of Experience
Winter Park, FL

Alexander Bras is a registered investment advisor at American Financial Advisors INC, based in Winter Park, FL, with 7 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 799 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
799 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.08%
$1.0M - $2.0M0.88%
$2.0M - $5.0M0.73%
$5M+0.58%

Fees are negotiable and may be lower than the standard fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1031 W Morse Blvd., Ste. 110, Winter Park, FL, 32789

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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

Alexander provides support and administrative services for American Financial Support Services, a financial services company. This takes about 10-20% of his time, including 40 hours during trading hours.

Employment History
Current Registrations
American Financial Advisors INC
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Foothill Securities, INC.Broker
July 2015 - July 2016 · 1 yr
State Registrations1 state
FL
Advisor

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.
Alexander Bras - Financial Advisor | TrueAdvisor