Alexander Bailey is a registered investment advisor at Brickstone Advisors, based in Fort Lauderdale, FL, with 2 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, Insurance Planning, and 3 more. Their firm serves 4 clients with $1.6M 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 | 1.20% |
| $100K - $200K | 1.10% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are negotiable. They may waive the financial planning fees if you engage their asset management services.
Fee Estimator
Location
300 SE 2nd Street, Apt. 1010, Fort Lauderdale, FL, 33301
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 Activities
Alexander handles accounting and billing for Qualcare Nurse Registry, a home healthcare agency, dedicating about 10-20% of his time. He is also a director of Qualcare Foundation, a non-profit, and owner of Brickstone Financial LLC, but these roles currently require minimal time commitment.
Employment History
Current Registrations
Brickstone Advisors
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Portfolio Medics, LLC
Equitable Advisors, LLCBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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.