Alexander Novack is a registered investment advisor at Financial Management Strategies, INC., based in Broadview Hts., OH, with 1 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,733 clients with $620M 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 $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiable. A different fee schedule may be used for a specific household account under special circumstances with the approval of the firm’s Chief Compliance Officer.
Fee Estimator
Location
9200 South Hills Blvd., Suite 310, Broadview Hts., OH, 44147
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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 →Employment History
Current Registrations
Financial Management Strategies, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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