Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GRP offers hourly or fixed fees for special consultations outside of customary asset management services. The fees for LPL advisory programs are negotiable, with maximum account fees ranging from 0.95% to 3.0%. GRP may receive compensation from third-party advisors for introducing clients, which is disclosed separately. The fees paid to GRP by independent third-party advisors are generally not negotiable.
Areas of Practice
Advisor Information
Office location
7700 Old Georgetown Road, Suite 630, Bethesda, MD, 20814
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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 is an insurance agent selling fixed insurance products through AFS Financial Group, LLC, dedicating minimal time. He is also a partner and part owner of AFS 401K Retirement Services, LLC, spending nearly full-time on this venture, and has ownership in 7700 OGR Financial, LLC and MoneyNav, LLC.