Alexander Littlepage
Alexander Littlepage is a registered investment advisor at Strategic Financial Concepts, LLC, based in Metairie, LA, with 7 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 3,824 clients with $930M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based on individual client circumstances and the scope of the relationship. LPL sponsored advisory program fees have separate maximums up to 2.50% or 3.00%.
Fee Estimator
Location
2817 Athania Parkway, Metairie, LA, 70002
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 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.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
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
More Advisors
- Beatrice Waesche, CFPGenoa Wealth, LLC
- Alex Brignac, CFPEdward Jones
- Derrick Williams, CFPCreative Planning
- Michael Nobile, CFPCrescent Sterling LTD.
- Neal Adler, PFSAmeritas Advisory Services, LLC
- Taylor Watson, CFP