Alexander Advisory Services offers investment management services to clients. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies. Clients authorize Alexander Advisory Services to execute investment program transactions. Clients can impose restrictions on investing in certain securities. Agreements may not be assigned without written client consent.
Assets Under Management$10M
Clients185
Advisors1
Avg. per Client$56K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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