AV

Alexander Wolcott Vandenberg

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
138 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$325.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee

Financial Advisory Partners, LLC charges an annual wrap fee for portfolio management services, which includes portfolio management fees, custodial service fees, and the associated costs of securities transactions. The annual fee ranges up to 2.00% of assets under management, inclusive of any third-party manager fees. The fee is billed and payable quarterly in advance. For clients with a managed Futures Mutual Fund advised by PIMCO and/or a non-traded/limited liquidity Real Estate Investment Trust BREIT managed/advised by Blackstone, the annual fee is 0.75%. The minimum account size for each strategy is $50,000. The advisory fee is negotiable, depending on individual client circumstances.

Areas of Practice
Investment Management
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Advisor Information

Office location

1201 S. Orlando Avenue, Suite 350, Winter Park, FL, 32789

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Regulatory History (1)
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Customer Dispute
September 2007
Settled
Other Business Activities

Alexander is involved in real estate sales, dedicating minimal time to this activity. He is also a partner in Financial Advisory Partners LLC, representing their financial advisory practice and dedicating full-time hours to this role.

Employment History
Current Registrations
Financial Advisory Partners, LLC
January 2021 - Present · 5 yrs
Nbc Securities, INC. Broker
March 2006 - Present · 19 yrs 10 mos
Previous Registrations
Nbc Securities, INC.
June 2006 - August 2021 · 15 yrs 2 mos
Fifth Third Securities, INC. Broker
February 2005 - March 2006 · 1 yr 1 mo
Invest Financial CorporationBroker
June 2004 - February 2005 · 8 mos
Janney Montgomery Scott LLC Broker
May 1999 - July 2004 · 5 yrs 2 mos
Nationsbanc Investments, INC.Broker
April 1998 - May 1999 · 1 yr 1 mo
Barnett Investments, INC.Broker
March 1996 - April 1998 · 2 yrs 1 mo
State Registrations9 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.