Alex Cockerill is a registered investment advisor at Beacon Global Advisor Network, LLC, based in St.Thomas, with 5 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 914 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 $5.0M | 2.75% |
| $5M+ | 1.00% |
Fees are negotiable based upon AUM tier level at our sole discretion. Advisor Directed managed accounts do not pay a custodian asset-based fee. Instead, the client pays custodian transaction charges in accordance with the custodian’s transaction fee schedule for each transaction. The maximum platform fee charged will be fifteen (15) basis points per annum.
Fee Estimator
Location
Level 1 One Welches, St.Thomas, BB22025
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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.
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Alex is an employee at a sister company to Blacktower Financial Limited in Gibraltar.
Employment History
Current Registrations
Beacon Global Advisor Network, LLC
Previous Registrations
Blacktower Financial Management (US) LLC
State Registrations1 state
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