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Alexander Teicher

4 Years of Experience
Greenwich, CT

Alexander Teicher is a registered investment advisor at Revelations Asset Management LLC, based in Greenwich, CT, with 4 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $44K in assets under management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$11K average
Assets Under Management
$44K

Fee Structure

Investment management only (planning not offered)

Revelations Asset Management charges a performance-based fee for portfolio management to qualified clients. This includes an annual fee of 0% of the value of your portfolio, plus 10% of the capital appreciation. If your portfolio increases in value, you pay 10% of that increase. If it drops, you won't pay a new performance fee until it reaches the previous high value. This service can be canceled with 30 days' notice, and you'll pay a prorated fee for the period up to termination.

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Location

Greenwich, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alexander is the Managing Partner for his family's investment office.

Employment History
Current Registrations
Revelations Asset Management LLC
April 2021 - Present · 5 yrs 1 mo
State Registrations2 states
CTNY
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.