Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
2,272 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$5K
Loading...

Location

5029 Corporate Woods Drive, Suite 200, Virginia Beach, VA, 23462

Get directions

History

Regulatory History
Clean regulatory record

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
Alera Investment Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
The Ascent Group, LLC
March 2022 - Present · 3 yrs 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.