Alexander Investment Services is a registered investment advisor founded in 1965, based in Louisville, Kentucky. The firm provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. Alexander Investment Services helps clients with cash flow management, insurance reviews, portfolio management, education funding, and retirement and estate planning. The firm builds portfolios primarily using no-load mutual funds, exchange-traded funds, individual stocks and bonds, and certificates of deposit through custodians like Charles Schwab and American Funds. Alexander Investment Services tailors its strategies to each client's individual objectives, risk tolerance, and life situation, offering ongoing portfolio monitoring and regular client reviews.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.78% |
| $500K - $1.0M | 0.58% |
| $1.0M - $5.0M | 0.38% |
| $5.0M - $7.5M | 0.33% |
| $7.5M - $15.0M | 0.28% |
| $15M+ | 0.23% |
Sample fee schedule shown for illustration; actual rates are negotiated with each representative but cannot exceed 0.80% at any level. Scaled-fee accounts are also available with individually negotiated rates.