Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees listed are 'up to' the stated percentage. Lower fees apply to Latitude Model Managed Accounts.
Fee Estimator
Financial planning fees are fixed (up to $10,000), hourly (up to $250/hour), or retainer-based, depending on the service's complexity. Portfolio management fees are based on a percentage of assets managed, billed quarterly in arrears. Fees are negotiable based on assets, investments, and financial circumstances. The firm may share fees with sub-advisors. Some advisors are also registered representatives and insurance agents, potentially earning commissions from product sales.
Areas of Practice
Advisor Information
Office location
Vero Beach, FL
Get directionsRegulatory History (1)
Criminal
September 1988Other Business ActivitiesSells Insurance
Alexander owns AAS Accounting & Financial Svcs, dedicating a significant portion of his time to tax and accounting services. He is also a managing member of Pinpoint Forensic Accounting Services LLC and an independent insurance agent selling fixed insurance products, spending about 10% of his time on insurance sales. Finally, he works full-time as a financial professional for Harbor Financial, Inc.