AS
AS

Alexander Stuver

6 Years of Experience
Broker

Alexander Stuver is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Webster, NY, with 6 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
169 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.

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Location

1130 Crosspointe Lane, Suite 2A, Webster, NY, 14580

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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 Activities

Alexander owns Bandit Properties LLC since 2017, dedicating minimal time to it. He also works full-time for Focal Point Wealth Management and Wealthcare Advisory Partners, LLC, and is a delivery driver for DoorDash for a few hours per week.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
January 2020 - Present · 6 yrs 3 mos
LPL Financial LLCBroker
September 2019 - Present · 6 yrs 7 mos
State Registrations3 states
FLNYTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.