Alexander Potenza
Alexander Potenza is a registered investment advisor at Skyview Financial Group, LLC, based in Ponte Vedra Beach, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 411 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Skyview Financial Group's investment management fees are based on the value of your portfolio and are charged quarterly in advance. The fees can be up to 1.50% annually, depending on the complexity of the services, the amount you invest, and your overall relationship with Skyview Financial Group. Fees may be negotiable.
Location
816 A1A N, Suite 205, Ponte Vedra Beach, FL, 32082
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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.
Learn about disclosures →Other Business Activities
Alexander is a Digital Marketing Manager at Stride Inc., an online educational company, dedicating about half their time to this role. This activity is not investment-related.
Employment History
Current Registrations
Skyview Financial Group, LLC
State Registrations2 states
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.