Alexander Pehar is a registered investment advisor at Optima Capital Management, based in Tempe, AZ, 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 215 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable. Financial planning services are rendered in conjunction with portfolio management services and are therefore included in the percentage of assets under management fee. We do not offer financial planning as a standalone fixed-fee service.
Fee Estimator
Location
222 S Mill Ave, Ste 800, Tempe, AZ, 85281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Optima Capital Management
State Registrations2 states
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