Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Our asset-based fees range up to 2.5% of assets under management. The specific fee you pay is determined by your advisor based on factors like asset value, account type, services provided, and the chosen platform. Fees are negotiable, and you may pay more or less than other clients for similar services. Fees are typically paid quarterly, either in advance or arrears. Clients with multiple accounts may be eligible for householding to reduce overall management fees.
Areas of Practice
Advisor Information
Office location
3215 S Cherokee Lane, Suite 1630, Woodstock, GA, 30188
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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 outside business activities, including family and financial counseling for adoptions, mortgage loan origination, tax/accounting consulting, and serving on a foundation board. He also dedicates full-time hours to investment advisory services through Kestra Advisory Services, LLC and day-to-day operations at Strategic Stewardship, which is related to insurance.