Alexander Investment Services (AIS) offers personalized investment services through its Investment Adviser Representatives (IARs). Services include identifying financial issues, cash flow management, insurance review, portfolio management, education funding, and retirement/estate planning. AIS offers stocks, mutual funds, bonds, CDs, and separately managed accounts. Initial consultations are free to determine if AIS's services are beneficial.
Assets Under Management$500M
Clients1,250
Advisors10
Avg. per Client$400K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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% |
All Investment Advisory Service Agreements are negotiated between the individual Investment Adviser Representative being engaged and their clients subject to the company’s review and approval. In no cases will the maximum fee charged to a client at any level exceed 0.80% (8/10 of 1%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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