Alexander Lloyd Martin

Arax Advisory Partners

30 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth

Arax Advisory Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

77 advisors

Number of Clients

2,692 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$2.8B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

Largo, FL

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History

Regulatory History (1)

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Regulatory

June 2018

Final

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Other Business ActivitiesSells Insurance

Alexander owns a small business consulting firm, providing strategy, technology, and administrative assistance, dedicating minimal time to it. Alexander is also a licensed insurance agent and occasionally offers clients insurance advice or products.