Alexander Finsterwald is a registered investment advisor at Rhl Group, LLC, based in Holly, MI, with 1 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 351 clients with $160M 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
The annual fee is negotiable. There are also separate fee schedules for fee-based variable annuity management (0.75% up to $1,000,000, 0.50% over $1,000,000), 529 plan asset management (0.50% on all assets), and capital preservation account management (0.25% on all assets).
Fee Estimator
Location
115 Battle Alley, Holly, MI, 48442
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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
Rhl Group, LLC
Previous Registrations
Acorn Wealth Advisors, LLC
State Registrations1 state
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