AH
AH

Alexander Richmond Hallum

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,022 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10.0M - $20.0M0.60%
$20M+0.50%

Fees may be negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4900 Spicewood Springs Road, Suite 300, Austin, TX, 78759

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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 works as a driver for Uber, a ride-sharing service. This non-investment related activity takes about 10-20% of his time and occurs outside of trading hours.

Employment History
Current Registrations
Per Stirling Capital Management, LLC
June 2023 - Present · 2 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.