Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
479 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE's investment advisory fee is an annual wrap fee consisting of the Edwards Fee and, if applicable, the Manager Fee, up to a maximum of 2.50% annually. The Edwards Fee covers BFE's advisory services, account administration, trade execution, and advisor compensation. The Manager Fee covers portfolio management services. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. BFE’s investment advisory fees are negotiable.

Areas of Practice
Investment Management
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Advisor Information

Office location

3511 Canyon de Flores, Suite A, Sierra Vista, AZ, 85650

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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.

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Other Business Activities

Alexander is a part-time instructor at The Catholic University of America, teaching an introduction to deductive logic. This activity, which is not investment-related, takes about 10-20% of his time.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
April 2019 - Present · 6 yrs 9 mos
Benjamin F. Edwards & Company, INC. Broker
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 1998 - March 1999 · 8 mos
State Registrations6 states
AZCAILNJVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.