Alexander Theodore
Alexander Theodore is a CFP-designated registered investment advisor at Hayek Kallen Investment Management L.L.C., based in Fairhope, AL, 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 Investment Management. Their firm serves 208 clients with $400M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees are negotiable on a case-by-case basis. Some clients pay a fixed fee instead of a percentage-based fee.
Fee Estimator
Location
50 S. Church Street, Suite C, Fairhope, AL, 36532
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hayek Kallen Investment Management L.L.C.
State Registrations2 states
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