Alan Birsinger
Alan Birsinger is a registered investment advisor at Wealth Management Group, based in Houston, TX, with 4 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 218 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WMG offers investment management services where you pay a percentage of your portfolio's value each year. This fee is negotiated with your advisor and can range from 0.25% to 2.5% depending on the type of service and your account's investment goals. The fee can be a fixed rate or tiered rate. The fee is deducted from your account by the custodian either monthly or quarterly, in advance. For example, a growth portfolio might have the following tiered fee schedule:
- $0 up to $250,000 — 1.25%
- $250,001 up to $500,000 — 1.20%
- $500,001 up to $750,000 — 1.15%
- $750,001 up to $2,000,000 — 1.05%
- $2,000,001 and above — 1.00%
Location
Houston, TX
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Alan is the executor for the Jeff and Joy Marino Trust and the Alvin Birsinger Estate. He is also an independent agent for life and health insurance sales, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Wealth Management Group
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.