Alexander Investment Services CO.

Assets Under Management

$641.4M

Number of Clients

1,242

Number of Advisors

11

Average Client AUM

$516K

AUM per Advisor

$58.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Alexander Investment Services offers investment advice, securities allocation strategies, and recommendations. They provide personalized services to individuals, pension plans, trusts, estates, and businesses. Initial consultations are free. The firm manages advisory accounts through securities trading and provides investment advice through consultations.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Location

909 Lily Creek Road #101, Louisville, KY, 40243-2808

11 Advisors at this firm