Alex Boghossian is a registered investment advisor at Advisory Dialectics, based in Agoura Hills, CA, with 1 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Advisory Dialectics provides investment advice and portfolio consulting, but does not manage your investments directly. You'll pay for their services based on:
- Hourly rate — $180 to $360 per hour, depending on the complexity
- Fixed fee — for a one-time consulting project
- Fixed retainer — for ongoing access to consulting services
Fees are negotiated individually and agreed upon in advance. You are responsible for all brokerage and custodian fees.
Location
Agoura Hills, CA
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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.
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Alex is a licensed insurance producer in California, but is not currently providing any insurance-related services. He also works as a Senior Technical Manager at Zema Group (about half his time) and as an Operations Manager at EmpoweredByStretch LLC (about 10-20% of his time).
Employment History
Current Registrations
Advisory Dialectics
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.