How does the advisor help clients – Key Takeaways:
Alexander Capital Wealth Management LLC provides top-quality financial expertise and personalized services to help clients achieve their financial goals. The firm offers a wide range of financial services, including investment management, financial planning, retirement planning, and tax planning. With a team of highly experienced and knowledgeable advisors, Alexander Capital Wealth Management LLC is dedicated to helping clients navigate the complexities of the financial world and make sound financial decisions.
Facts and Insights
Founded in 2005, Alexander Capital Wealth Management LLC is a leading independent wealth management firm located in New York City. The firm prides itself on its commitment to providing unbiased and personalized financial advice to its clients. With a team of over 20 advisors who have an average of 15 years of experience in the financial industry, Alexander Capital Wealth Management LLC has built a reputation for delivering exceptional service and results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1.5 billion |
|---|---|
| Number of Advisors | 20+ |
| Time in Business | Founded in 2005 |
Financial Services Offered
Alexander Capital Wealth Management LLC offers a comprehensive range of financial services tailored to meet the unique needs of each client. These services include investment management, financial planning, retirement planning, tax planning, estate planning, and insurance consulting. By taking a holistic approach to managing wealth, the firm is able to provide clients with a well-rounded financial strategy that helps them achieve their financial goals.
Client Types
Alexander Capital Wealth Management LLC serves a diverse group of clients, including high-net-worth individuals, families, trusts, and small businesses. The firm understands that each client has unique financial needs and goals and works closely with them to develop personalized strategies to help them achieve their objectives.
Fees & Compensation
Alexander Capital Wealth Management LLC operates on a fee-only basis, which means the firm’s revenue comes solely from the fees paid by clients for their services. This transparency ensures that the firm’s advisors act in the best interest of their clients and are not incentivized by selling specific financial products for commission. The firm also offers a tiered fee structure that adjusts based on the total assets under management, which allows clients to pay a lower percentage fee when their assets grow.
Background
The team at Alexander Capital Wealth Management LLC has a wealth of experience and knowledge in the financial services industry. Led by founder and President, Alexander Levine, the firm is committed to delivering exceptional service and customized solutions to its clients. The firm’s advisors have diverse backgrounds and expertise in various areas of finance, including investment management, financial planning, estate planning, and tax planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, Alexander Capital Wealth Management LLC is held to a fiduciary standard, meaning the firm is legally obligated to act in the best interests of its clients. This standard sets the firm apart from broker-dealers who may have conflicts of interest and are held to a suitability standard. The firm is also required to disclose any conflicts of interest to its clients and act with full transparency.