Alan Suiter
Alan Suiter is a registered investment advisor at Cornerstone Select Advisors, LLC, based in Springfield, MO, with 42 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 344 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
CSA’s asset-based fee is negotiable and will not exceed a maximum percentage of 1.3%.
Fee Estimator
Location
3816 S Greystone Ct., Suite A, Springfield, MO, 65804
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2006Customer Dispute
March 2006Customer Dispute
February 2006Customer Dispute
February 2005Regulatory
December 2003Regulatory
October 1999Other Business ActivitiesSells Insurance
Alan operates under the DBA First Financial Consultants, selling various insurance products, and owns 50% of a rental property. He also finds individuals and corporations owed money out of unclaimed property, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cornerstone Select Advisors, LLC
Previous Registrations
Creativeone Wealth, LLC
Client One Securities LLC
Client One Securities LLCBroker
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Greystone Investment Advisors, INC.
Greystone Securities CorporationBroker
Andover Securities, INC.Broker
Ffp Securities, INC.Broker
First Affiliated Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.