Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFA offers various advisory programs with different fee structures. Fees are negotiable with your advisor. The total program fee depends on the selected model portfolio and advisor fee. Clients may incur additional charges from third parties, such as mutual fund fees. Minimum annual account fees apply to TFA365 Advisory Program accounts that fall below the applicable program account minimum: Strategist Program and Unified Managed Account Program: $35, Separately Managed Account Program: $150.
Areas of Practice
Advisor Information
Office location
4140 Chappel Dr., Perrysburg, OH, 43551
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
Alec sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He also owns A.M. Falk Enterprises for tax preparation, though it is currently inactive, and is a board member for Friends of Lucas County Child Service, dedicating minimal time to it. Additionally, Alec works as an assistant to an advisor, spending about a quarter of his time on client and administrative work.