Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.
Areas of Practice
Advisor Information
Office location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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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 works as an Investment Advisor Representative for RISE Capital dba, LLC, dedicating full-time hours to this activity. He is also the owner of AA Insurance Advisors, LLC, where he works full-time as a licensed Life and Health insurance producer, focusing on Fixed Index Annuities.