Alex Adler is a PFS-designated registered investment advisor at Friday Financial, based in Davenport, IA, with 3 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 289 clients with $410M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees and portfolio minimums may be negotiable. All accounts for members of a client's family or related businesses may be assessed fees based on the total combined balance.
Fee Estimator
Location
908 W. 35th Street, Davenport, IA, 52806
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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
Alex is a Senior Accounting Manager at Honkamp PC, providing accounting and tax advice, dedicating full-time hours. Alex is also an Investment Advisor Representative at Avantax Planning Partners Inc., spending a few hours per week assisting clients with investment choices and financial planning.
Employment History
Current Registrations
Friday Financial
Previous Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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.
Exams
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