Alexander Chacho is a registered investment advisor at John G. Ullman & Associates, INC, based in Horseheads, NY. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,009 clients with $1.5B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.13% |
| $5.0M - $12.0M | 1.00% |
| $12.0M - $15.0M | 0.76% |
| $15.0M - $20.0M | 0.68% |
| $20.0M - $25.0M | 0.60% |
| $25M+ | 0.55% |
There is a minimum annual fee of $5,000. Fees are not negotiable, though minimum fees and rates may be reduced for nonprofit organizations or special situations.
Fee Estimator
Location
343 Daniel Zenker Drive, Horseheads, NY, 14845
Get directionsHistory
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 →Employment History
Current Registrations
John G. Ullman & Associates, 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
More Advisors
- Amanda Smith, CFPJohn G. Ullman & Associates, INC
- Kathryn Gerwig, CFPJohn G. Ullman & Associates, INC
- Jason Nickerson, CFPJohn G. Ullman & Associates, INC
- Darren Wilcox, CFPJohn G. Ullman & Associates, INC
- Peter Winnett, CFPJohn G. Ullman & Associates, INC
- Lynda Lander, CFPJohn G. Ullman & Associates, INC