Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Advisor Information
Office location
2655 1st Street, Suite 250, Simi Valley, CA, 93065
Get directionsRegulatory History (1)
Criminal
July 1994Other Business ActivitiesSells Insurance
Alexander sells fixed insurance products, including life, disability, annuities, and long-term care, and also works with HBW Insurance & Financial Services selling life and disability insurance. He also owns Stepwise Financial, Inc. and works as an advisory representative for HBW Advisory Services LLC, dedicating about a quarter of his time to Stepwise Financial and about a quarter of his time to HBW Advisory Services.