Alexander Littlepage
Alexander Littlepage is a registered investment advisor at Strategic Financial Concepts, LLC, based in Metairie, LA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
2817 Athania Parkway, Metairie, LA, 70002
Get directionsHistory
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 operates under the DBA Benefit Planning Group for his LPL business and fixed insurance sales, dedicating about 10-20% of his time. He also provides investment advisory services through Strategic Financial Concepts, LLC, and manages Littlepage Investments LLC for tax/investment purposes, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations3 states
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