AR

Alexander John Rasky

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Your advisor is compensated for investment advice by an advisory fee based on the value of assets in your account. This fee provides access to your advisor for financial and life planning consultation. The maximum annual fee that your advisor can charge is 1.25% of the assets being advised or managed. Fees are negotiable at the advisor's discretion. Certain portfolios are Wrap Fee Programs, bundling advisory and transaction costs. Institutional business fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

990 North Main Street, Royal Oak, MI, 48067

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Capital Analysts
July 2023 - Present · 2 yrs 6 mos
Lincoln Investment
June 2017 - Present · 8 yrs 7 mos
Lincoln Investment Broker
January 2017 - Present · 9 yrs
Previous Registrations
Legend Advisory, LLC
August 2011 - October 2019 · 8 yrs 2 mos
Legend Equities CorporationBroker
October 2008 - January 2017 · 8 yrs 3 mos
Aig Retirement Advisors, INC. Broker
February 1999 - November 2008 · 9 yrs 9 mos
The Variable Annuity Marketing CompanyBroker
July 1986 - December 2001 · 15 yrs 5 mos
State Registrations4 states
FLMIOHOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.