Alexander Ligeti
Alexander Ligeti is a CFA, CFP-designated registered investment advisor at Benchmark Financial Wealth Advisors LLC, based in Woodbridge, NJ, 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 366 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.10% |
Fees are negotiable based on the complexity of the client's financial needs. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
900 Us-9, #601, Woodbridge, NJ, 07095
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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
Benchmark Financial Wealth Advisors LLC
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.
Exams
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