| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10 Million.
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
Get directionsNo 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 →Alexander works as an insurance agent for The LifeWealth Group, and as a registered representative for Madison Avenue Securities, dedicating full-time hours to securities sales and services. He is also a registered investment adviser for LifeWealth Investments, LLC, focusing on wealth management and financial planning, which takes nearly full-time hours.