Alexander Angst is a CFP-designated registered investment advisor at Oneseven, based in Seminole, FL, with 11 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
13799 Park Blvd, Seminole, FL, 33776
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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
Alexander works as an Investment Advisor Representative for RISE Capital dba, LLC, dedicating full-time hours to this activity. He is also the owner of AA Insurance Advisors, LLC, where he works full-time as a licensed Life and Health insurance producer, focusing on Fixed Index Annuities.
Employment History
Current Registrations
Oneseven
Previous Registrations
Newedge Advisors
Silver Oak Securities, IncorporatedBroker
Johnson Brunetti
MML Investors Services, LLC
MML Investors Services, 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.