Alexander Medlin is a registered investment advisor at Iq Capital Strategy LLC, based in Seneca, SC, with 3 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 154 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IQ Capital Strategy's fee is negotiated annually and ranges between 1% and 2.5% of the value of your portfolio per year. Fees are billed quarterly in advance. You can terminate services with written notice and receive a prorated refund of the quarterly fees paid in advance.
Location
12042 N. Radio Station Road, Seneca, SC, 29678
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is an employee of A to Z Landscaping, LLC, dedicating nearly full-time hours to this activity. He is also a part-owner of A to Z Sanitation, LLC, spending about 10-20% of his time on this business.
Employment History
Current Registrations
Iq Capital Strategy LLC
State Registrations1 state
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