Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFA charges fees for wealth planning services, starting at $1,500, depending on the plan's complexity. Investment management fees are charged as a percentage of assets under management or as a fixed retainer, and are negotiable. Fees are billed quarterly in advance or arrears, or monthly in advance. SFA may also charge a fixed amount, billed in arrears or advance. Clients may terminate the agreement at any time, with a pro-rated refund of unearned fees. SFA does not state a minimum annual fee for AUM-based clients.
Areas of Practice
Advisor Information
Office location
6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222
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.
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Alexandria works as a promotional specialist, passing out samples and promoting brands. This activity takes minimal time, about 4 hours on weekends.