Alexander Hearley
Alexander Hearley is a registered investment advisor at Top Rank Wealth Management, LLC, based in Raleigh, NC, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Flat rate/breakpoint fee schedule where the entire portfolio is charged the same asset management fee. Fees are negotiable based on historical relationships, asset types, and future earning capacity.
Fee Estimator
Location
3733 National Dr., Suite 123, Raleigh, NC, 27612
Get directionsHistory
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 an insurance agent selling life, health, disability, annuities, and long-term care products, dedicating a few hours per week. He also operates under the DBA Top Rank Advisors for marketing advisory and insurance business, and provides marketing and sales training, dedicating a few hours per week.
Employment History
Current Registrations
Top Rank Wealth Management, LLC
Previous Registrations
Redhawk Wealth Advisors, INC.
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations6 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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