Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management are based on a percentage of the average daily balance, never to exceed 2% annually, billed monthly. Selected models may have additional management fees ranging from 0.25% to 1.00%. Financial planning services are included for portfolio management clients. Hourly consulting ranges from $100 to $300 per hour. Fixed fees and subscription-based fees are also available for financial planning, as documented in the financial planning agreement.
Areas of Practice
Advisor Information
Office location
390 Diablo Rd, Suite 100, Danville, CA, 94526
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
Alex is a licensed insurance agent providing insurance services and products through Skyline Financial Partners, LLC, where he is a Managing Partner. He sells life insurance and annuities, dedicating about a quarter of his time to this activity.