Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for personal and EFS to group program Participants are generally negotiated between the adviser and the Sponsor on a case-by-case basis. Fees are usually based upon one or more of the following factors (i) a "per capita" eligible Participant amount, (ii) a "usage by Participants" amount, (iii) the volume of calls by eligible Participants to the NPL, (iv) Participant demand for financial planning software, (v) the number of financial analyses or workshops designed, presented and completed by the adviser, or (vi) other negotiated factors. The adviser's fees in such engagements is paid wholly by the Sponsor. Participants also may incur expenses for fees to any other investment adviser they may consult (unless such expenses are paid for by a Sponsor) and will be responsible for transaction charges imposed by broker-dealers through or with whom they effect transactions for their accounts.
Areas of Practice
Advisor Information
Office location
Indianapolis, IN
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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 the CEO of Dreamvision, an insurance business, and works as an independent insurance agent, dedicating about a quarter of his time to the latter. He also works full-time as a financial planner, provides tutoring services about half his time, works as a delivery driver about 10-20% of his time, and does affiliate marketing a few hours per week.