Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory Alpha generally charges asset-based fees ranging from 0.10% to 1.70% of assets under management, depending on services. Fees are negotiable and outlined in the advisory agreement. Hourly fees range from $50 to $400 per hour, and fixed fees range from $1,000 to $10,000, typically for the financial planning solution. Some representatives may include a minimum annual fee. Clients are responsible for third-party fees.
Areas of Practice
Advisor Information
Office location
Prescott Valley, AZ
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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
David is the owner of Loskill Financial Group L.L.C., providing financial services and consulting, dedicating nearly full-time hours to this. He also owns an insurance agency under the same name, selling annuities, life, and long-term care insurance, also dedicating nearly full-time hours to this.