Alexander Ingrim
Alexander Ingrim is a registered investment advisor at Liberty Atlantic Advisors, based in Florence, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 137 clients with $190M 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 $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable above $10,000,000. If a third-party advisor manages the account, an additional fee of 0.15% per annum is charged, not to exceed 3% in total.
Fee Estimator
Location
Florence
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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 ActivitiesSells Insurance
Alexander owns an investment-related private residence in Florence, Italy. He is also a licensed insurance agent since October 2022, dedicating about 10-20% of his time to fixed insurance product sales.
Employment History
Current Registrations
Liberty Atlantic Advisors
Previous Registrations
Beacon Global Advisor Network, 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.