AP
AP

Alexander Pushman

5 Years of Experience
Sells Insurance

Alexander Pushman is a registered investment advisor at Foguth Wealth Management, LLC., based in Brighton, MI, with 5 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,259 clients with $830M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
38 advisors
Number of Clients
2,259 clients
Average Client Portfolio
$365K average
Assets Under Management
$825.1M

Fee Structure

Planning is included in investment management

Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.

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Location

325 W. Main St., Brighton, MI, 48116

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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 ActivitiesSells Insurance

Alexander is a self-employed owner of Clark Companies Inc, an insurance-related business focused on annuities and life insurance, dedicating about 10-20% of his time, mostly during trading hours. He also owns Vault Property Management, a rental real estate business, spending minimal time on ownership and high-level decisions.

Employment History
Current Registrations
Foguth Wealth Management, LLC.
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
Truadvice LLC
February 2022 - December 2023 · 1 yr 10 mos
Brookstone Capital Management LLC
February 2021 - February 2022 · 1 yr
State Registrations2 states
AZMI
Advisor

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.