Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIS charges a management fee of up to 1.75% of assets under management annually for discretionary portfolio management. A limited select group of clients may be charged up to 2.0% annually. Fees are billed monthly in arrears. Financial planning services are compensated via hourly fees (minimum $300 per plan) or fixed fees, negotiated in advance. Clients may also incur transaction fees charged by custodians. The firm requires a minimum of $25,000 to open an account, which may be waived.
Areas of Practice
Advisor Information
Office location
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309
Get directionsRegulatory History
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. He sells fixed annuities, fixed insurance, and life insurance through McAdams Group, LLC, dedicating about a quarter of his time, and also works to acquire new clients for investment advisory services, spending nearly full-time hours on this. Alexander also uses Retirement Income Source, LLC to market investment advisory and fixed insurance services, and owns rental property, both requiring minimal time.