Fees are based on a percentage of assets under management, hourly charges, fixed fees, and commissions. All fees are fully disclosed and negotiable. The firm also offers fee-based financial planning services on an hourly or flat fee basis. Clients have the right to rescind the financial planning agreement without penalty within five business days of entering into such a contract. The firm does not dictate a minimum or maximum fee – all fees are reviewed by the compliance staff to confirm the legitimacy of the fees agreed upon.
5793 Widewaters Parkway, Dewitt, NY, 13214
Get directionsAlexander is a brokerage manager at ASJ Associates, focusing on sales and service of fixed insurance products since 2009. He also works as a solicitor and IAR for Hazard & Siegel Advisory Services LLC, referring client accounts to money managers, dedicating about 10-20% of his time to this activity.