Assets Under Management
$641.4M
Number of Clients
1,242
Number of Advisors
11
Average Client AUM
$516K
AUM per Advisor
$58.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Alexander Investment Services offers stocks, mutual funds, bonds, CDs, and separately managed accounts. They provide investment advice, including securities allocation strategies. Initial consultations are free. The firm manages investment advisory accounts through securities trading and custodial services.
Advisory fees are typically based on a percentage of assets under management (AUM). Hourly analysis, audit fees, and retirement plan administration fees may be billed separately under different agreements. The sample fee schedule provided is for illustrative purposes only, and actual fees may vary for each Investment Adviser Representative (IAR). However, in no cases will the maximum fee charged to a client at any level exceed 0.80% (8/10 of 1%). A retainer agreement has a minimum fee of $1,000 billed at a rate of $200 per hour. The hourly rate for limited scope engagements is $300.
909 Lily Creek Road #101, Louisville, KY, 40243-2808