Alex Paul is a CFA-designated registered investment advisor at Farther, based in Birmingham, MI, with 10 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Birmingham, MI
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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
Alex is a licensed principal at GLP Property and Casualty, a property and casualty insurance brokerage, and an insurance agent at GLP & Associates, selling life insurance and annuities. Alex also serves on the Cranbrook Educational Community Board of Governors, is a FINRA arbitrator, the President of Birmingham Place Master Association, and an Investment Advisor/Director at Asset Allocation Strategies, LLC.
Employment History
Current Registrations
Farther
Previous Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
State Registrations2 states
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