Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NFIS Advisory Program fees are calculated as a percentage of assets under management, not exceeding 1.75% annually. Fees are negotiable and may vary based on services provided. A Digital Investor Automated Portfolios product is offered for a fixed fee of $3.50 per month. Tax overlay services are available for an additional fee. Private Wealth Consulting (PWC) services have increased platform fees.
Areas of Practice
Advisor Information
Office location
Milton, FL
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 Activities
Alex is the sole proprietor and 100% owner of a business selling custom engraved accessories and miscellaneous items. This takes about half of Alex's time.