Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are based on a percentage of assets under management and are negotiable. The minimum annual fee is $1,000 and is also negotiable. Financial planning fees range from $150 to $500 per hour or $250 to $10,000 for multiple financial plans. Expansive financial planning services range from $500 to $10,000. An annual review and planning snapshot update is available for a flat fee ranging from $150 to $1,500.
Areas of Practice
Advisor Information
Office location
226 South Main Street, Thomaston, CT, 06787
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
Alexander owns rental property and serves on the Board of Trustees for Mary Wade Senior Housing, dedicating minimal time to each. He also works full-time as an Investment Advisor Representative and spends minimal time as a Life and Health Agent.