Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FTA charges an annual fee, up to 1.95%, for discretionary asset management services, calculated monthly in arrears based on the value of assets under management. Sub-advisory asset management fees are .75%. Financial consulting services are typically free, but 401(k) guidance may cost $499. The fees do not include transaction fees, brokerage fees, custodial fees, or the management fees charged by mutual fund companies or ETF sponsors. FTA does not have a minimum account size requirement.
Areas of Practice
Advisor Information
Office location
1400 Mercantile Lane, #214, Largo, MD, 20774
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 ActivitiesSells Insurance
Alan is a registered representative selling securities and fixed insurance products, and an independent insurance agent. He dedicates full-time hours to these activities.