Alexander Zaharoff is a CFA-designated registered investment advisor at Htg Investment Advisors INC, based in New Canaan, CT, with 16 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 377 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
In addition to a percentage of assets, there is a fixed fee of $3,000 per year. Fees negotiable for accounts larger than $20 million.
Fee Estimator
Location
50 Locust Avenue, New Canaan, CT, 06840
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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 Activities
Alexander is an adjunct professor at NYU Stern School of Business, co-teaching a course on private banking and wealth management since 2013. This activity is not investment-related and takes about 10-20% of his time outside of securities trading hours.
Employment History
Current Registrations
Htg Investment Advisors INC
Previous Registrations
Citigroup Global Markets INC.
Lz Investment Advisors LLC
Hsbc Securities (USA) INC.
State Registrations1 state
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