| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual Client circumstances and the scope of the relationship.
2817 Athania Parkway, Metairie, LA, 70002
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Learn about disclosures →Alexander operates under the DBA Benefit Planning Group for his LPL business and fixed insurance sales, dedicating about 10-20% of his time. He also provides investment advisory services through Strategic Financial Concepts, LLC, and manages Littlepage Investments LLC for tax/investment purposes, spending about a quarter of his time on the latter.