Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners primarily offers portfolio management services through various wrap fee programs. These programs may include additional costs such as custodial fees and fund expenses. The cost-effectiveness of a wrap fee account depends on trading activity. Gladstone Wealth Partners does not specify a minimum annual fee or financial planning fees.
Areas of Practice
Advisor Information
Office location
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
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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 involved in several business activities, including non-variable insurance through Book of Brokers, Puzzle Wealth Partners, Gladstone Wealth Partners, Gladstone Institutional Advisory LLC and Lineage Portfolios. He also acts as a trustee for the Alexander William Klaas 2020 Declaration of Trust, spending minimal time on this.