Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Fees for portfolio management are negotiable and can be tiered or floating flat. Financial planning fees range from $1,000 to $40,000 per plan or $150 to $400 per hour. Investment consulting fees are also negotiable and can be fixed or hourly, with the same rate ranges as financial planning. A monthly subscription fee for advice ranges from $35 to $250. Retirement plan consulting fees have a maximum of 1.50% for asset-based fees.
Areas of Practice
Advisor Information
Office location
Aurora, CO
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 an independent insurance agent for various independent insurance companies. He is also a managing member of M6 Wealth Advisors, LLC, a service company for his financial services practice, dedicating a few hours per week to this role.