Dean D. Alexander is a registered investment advisor specializing in building diversified portfolios for clients using individual stocks and mutual funds. Dean D. Alexander may tailor model portfolios to client preferences. The firm focuses on equity investments and considers factors like liquidity, leverage, revenue trends, expert opinions, and stock valuation when selecting investments. The firm also provides investment advice to corporations, partnerships, trusts, and investment companies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $100.0M | 0.70% |
| $100M+ | 0.65% |
Fees may be reduced or waived for certain clients based on social or other criteria, such as belonging to disadvantaged persons, or those who may have a hardship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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