AC

Alexander Joseph Corriere

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
170 clients
Average Client Portfolio
$518K average
Assets Under Management
$88.0M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2M+0.85%

Annual fee may be negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $200/hr

For asset management, fees are based on a percentage of assets under management, and may be negotiable for accounts over $2,000,000. Financial planning and consulting are charged at $200 per hour, and the fees are negotiable. The client will pay the estimated fee at the signing of the agreement. Lower fees for comparable services may be available from other sources.

Areas of Practice
Retirement PlanningTax PlanningInsurance PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Phoenix, AZ

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Regulatory History (4)
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Judgment / Lien
June 2018
Judgment / Lien
May 2018
Employment Separation After Allegations
November 2015
Employment Separation After Allegations
June 2002
Other Business ActivitiesSells Insurance

Alexander is an independent insurance agent selling fixed life insurance and annuities, dedicating about half of his time to this activity since 2017. He also serves as a Major Reservist in the US Army, committing about a quarter of his time since 2002.

Employment History
Current Registrations
Empirikal Partners LLC
May 2020 - Present · 5 yrs 8 mos
Previous Registrations
Supreme Alliance LLC
October 2019 - April 2020 · 6 mos
Supreme Alliance LLC Broker
September 2019 - April 2020 · 7 mos
Lincoln Investment
April 2019 - May 2019 · 1 mo
Lincoln Investment Broker
January 2017 - July 2019 · 2 yrs 6 mos
Legend Advisory, LLC
March 2016 - July 2019 · 3 yrs 4 mos
Legend Equities CorporationBroker
January 2016 - January 2017 · 1 yr
Financial West Group
February 2010 - December 2015 · 5 yrs 10 mos
Financial West GroupBroker
February 2010 - December 2015 · 5 yrs 10 mos
First Command Financial Planning, INC.
October 2008 - January 2010 · 1 yr 3 mos
First Command Financial Planning, INC.Broker
September 2008 - January 2010 · 1 yr 4 mos
Fsc Securities CorporationBroker
November 2006 - March 2007 · 4 mos
Financial West GroupBroker
January 2004 - December 2004 · 11 mos
Triad Advisors, INC.Broker
October 2001 - June 2002 · 8 mos
Field Logan & Co., LLCBroker
September 2001 - October 2001 · 1 mo
A. G. Edwards & Sons, INC.Broker
September 1999 - August 2001 · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
May 1999 - July 1999 · 2 mos
Jefferson Pilot Securities CorporationBroker
October 1998 - December 1998 · 2 mos
State Registrations1 state
WY
Advisor
Exams
No exam information available for this advisor.