AR
AR

Alexander Rasky

39 Years of Experience
Broker

Alexander Rasky is a registered investment advisor at Capital Analysts, based in Royal Oak, MI, with 39 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

Loading...

Location

990 North Main Street, Royal Oak, MI, 48067

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Capital Analysts
July 2023 - Present · 2 yrs 9 mos
Lincoln Investment
June 2017 - Present · 8 yrs 10 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
Legend Advisory, LLC
August 2011 - October 2019 · 8 yrs 2 mos
Legend Equities CorporationBroker
October 2008 - January 2017 · 8 yrs 3 mos
Aig Retirement Advisors, INC.Broker
February 1999 - November 2008 · 9 yrs 9 mos
The Variable Annuity Marketing CompanyBroker
July 1986 - December 2001 · 15 yrs 5 mos
State Registrations4 states
FLMIOHOR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.