Alexander Schilling
Alexander Schilling is a registered investment advisor at Union Square Global Wealth Management, based in San Francisco, CA, with 23 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. Their firm serves 24 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USQ's investment advisory fees are negotiable and can be a flat fee or a percentage of the value of your portfolio. The fees are payable monthly, quarterly, or annually. There is an annual minimum fee, but the amount is not specified. If your account invests in mutual funds, ETFs, or other investment funds, you will also pay fees to the managers of those funds.
Location
180 Geary Street, Suite 500, San Francisco, CA, 94108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is the President/Owner of FBN since 1988, and CFO/VP of Tangent Investors Corporation since 1992. He also holds leadership positions at Tangent Fund Management, LLC and Tangent Fund Management II, LLC since the mid-1990s, dedicating variable hours outside of trading hours.
Employment History
Current Registrations
Union Square Global Wealth Management
State Registrations1 state
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