PeterAlexander refers potential clients to third-party registered investment advisors. PeterAlexander does not provide investment advice or manage assets directly. PeterAlexander also offers financial planning and consulting services covering estate and retirement planning, tax planning, business planning, college planning, and long-term care issues.
PeterAlexander does not manage investments directly. Instead, they refer you to third-party investment advisors. You will pay the third-party advisor directly for investment management services. PeterAlexander receives a referral fee from the third-party advisor.