AAlexander LLC is a fee-only investment advisor that provides investment advisory and financial planning services to individuals, small businesses, and international investors. Services include managing mutual funds, stocks, and bonds. Financial planning services cover financial statement preparation, investment allocation, retirement planning, cash flow and budgeting, debt management, tax awareness, education funding, and goal-based financial modeling. Investment strategy consultation is also offered.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
The management fee on the initial investment may be billed either in advance or in arrears. AAlexander may also charge a one-time, non-refundable onboarding fee of up to $500 for new client relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...