AB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
48 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$384K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:None
Financial Plan Fee:$1,000 - $100,000
Hourly Rate:$250/hr
The maximum annual fee for asset management is 2.50%, billed quarterly in advance and negotiable. Financial planning services are provided on a fixed fee basis, ranging from $1,000 to $100,000, or an hourly fee of $250. Fees are negotiable. Clients may terminate their agreement with ten days written notice and receive a prorated refund.
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth
Loading...
Advisor Information
Office location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2017Final
Other Business Activities
Alexander works as an agent for Forensics Laboratories, a urine drug testing company, since 2011. This takes about a quarter of his time, including a significant portion during trading hours.
Employment History
Current Registrations
Accurate Wealth Management, LLC
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Blackstone Wealth Management
March 2012 - December 2022 · 10 yrs 9 mos
Blackstone Wealth Management
March 2012 - December 2019 · 7 yrs 9 mos
Blackstone Wealth Management
March 2012 - December 2017 · 5 yrs 9 mos
MML Investors Services, LLC Broker
December 2007 - February 2012 · 4 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.