Alexander Novack
Alexander Novack is a registered investment advisor at Financial Management Strategies, INC., based in Broadview Hts., OH, with 2 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,895 clients with $710M 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 $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable based on factors such as portfolio complexity, total assets, and anticipated future deposits. Household accounts are grouped together for fee calculation purposes.
Fee Estimator
Location
9200 South Hills Blvd., Suite 310, Broadview Hts., OH, 44147
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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
Financial Management Strategies, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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