AH
CFP
AH
CFP

Alexander Hemsley

7 Years of Experience
Chicago, IL

Alexander Hemsley is a CFP-designated registered investment advisor at Hemsley Advisors, LTD., based in Chicago, IL, 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, High Net Worth, and 4 more. Their firm serves 324 clients with $640M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
324 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$638.1M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K0.60%
$50K+0.60%

Accounts under $50,000 have a minimum fee of $300 per year, which may be waived at Hemsley Advisors's discretion. Pre-existing clients may be grandfathered in at earlier fee schedules. Fees are negotiable.

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

311 S Wacker Dr, Suite 1525, Chicago, IL, 60606

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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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Employment History
Current Registrations
Hemsley Advisors, LTD.
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
April 2017 - May 2018 · 1 yr 1 mo
State Registrations2 states
ILTX
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.
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