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