AS
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Alexander Schaefer

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
6,720 clients
Average Client Portfolio
$302K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
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Location

10 Aberdeen Drive, Greenville, SC, 29605

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alexander is a partner at 1st & Main LLP and 1st & Main Investment Advisors, providing investment advice. He is also involved in various insurance sales activities, including fixed insurance, life insurance, and long-term care insurance, dedicating minimal time to each.

Employment History
Current Registrations
Bfc Planning, INC.
June 2016 - Present · 9 yrs 8 mos
Berthel, Fisher & Company Financial Services, INC.Broker
February 2008 - Present · 18 yrs
Berthel Fisher & Company Financial Services, INC.
February 2008 - Present · 18 yrs
Previous Registrations
AXA Advisors, LLC
October 2005 - February 2008 · 2 yrs 4 mos
AXA Advisors, LLCBroker
June 2005 - February 2008 · 2 yrs 8 mos
State Registrations17 states
AKCACOFLGAIDMAMIMNMOMTNCSCTNUTVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Schaefer - Financial Advisor | TrueAdvisor