Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm's annual fee for continuous portfolio management ranges from 0.59% to 1.50%, negotiated based on client needs. Discounted rates are available for consolidated assets: 0.99% for over $1MM, 0.88% for over $3MM, and 0.83% for over $10MM. Fees are billed quarterly in advance. A minimum consolidation of $1,000,000 is required within the first calendar year.
Areas of Practice
Advisor Information
Office location
200 Crescent Court, Suite 657, Dallas, TX, 75201
Get directionsRegulatory History
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 →Other Business Activities
Alexander is an artist and occasionally sells artwork, spending minimal time on this activity. He is also a partner in Plastered Furniture, dedicating a few hours per week.