AC
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
697 clients
Average Client Portfolio
$809K average
Assets Under Management
$563.9M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:Up to $15,000
Financial planning fees are fixed, up to $15,000. Portfolio management fees are up to 1.50% annually, based on assets under management and billed quarterly in advance. Sub-advisor fees are separate and in addition to Legacy Wealth's fees. Fee payment arrangements can be negotiated. Retirement plan consulting fees are negotiated on a case-by-case basis.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
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Advisor Information
Office location
215 Union Blvd., Suite 215, Lakewood, CO, 80228
Get directionsRegulatory History (1)
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Criminal
June 1992Final Disposition
Other Business ActivitiesSells Insurance
Alexander is the treasurer and board member for Meadow Run HOA, dedicating minimal time. He also serves as an expert witness in financial planning and wealth management, and works as an insurance agent for Legacy Wealth Partners, spending about 10-20% of his time selling fixed insurance products.
Employment History
Current Registrations
Legacy Wealth Partners, LLC
March 2025 - Present · 10 mos
Previous Registrations
Aveo Capital Partners, LLC
May 2014 - April 2025 · 10 yrs 11 mos
Stephen A. Kohn & Associates, Ltd. Broker
April 2014 - September 2017 · 3 yrs 5 mos
AXA Advisors, LLC
February 2005 - April 2014 · 9 yrs 2 mos
AXA Advisors, LLC Broker
March 2004 - April 2014 · 10 yrs 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.