Our advice isn't influenced by commissions, sales targets, or proprietary investment products. As a fee-only fiduciary, we recommend only what we believe is in your best interest.

We start by getting to know you. We'll discuss your financial goals, investment experience, time horizon, comfort with risk, liquidity needs, and overall financial situation. From there, we create a personalized investment strategy and manage it with a long-term perspective.

Your investments are held in an account under your name at Charles Schwab, one of the largest independent custodians in the United States. We manage your portfolio, but your assets always remain in your name and under your control.

In many cases, yes. You don't have to be a U.S. citizen to work with us. Eligibility depends on where you live and the regulations that apply to your situation. We'd be happy to discuss your circumstances during a free introductory consultation.

Yes. We work with individuals and families whose financial lives span more than one country. Whether you have investments, income, or financial interests internationally, we can help you build a globally diversified portfolio while coordinating with your accountant, attorney, or other professional advisors whenever appropriate.

Our first meeting is simply a conversation. We'll learn about your goals, review your current situation, answer your questions, and explain how we work. There's no obligation. It's an opportunity for both of us to decide whether we're the right fit.

Our fee is based on the value of the assets we manage for you. This means our interests are aligned with yours. As your portfolio grows, we grow with you. Because we're a fee-only fiduciary, we never receive commissions or compensation for recommending specific investments. You'll always know exactly how you're paying us, and we'll clearly explain our fees before you become a client.

Your investments remain safely held at Charles Schwab in your name. If AAlexander LLC were ever to cease operations, you would continue to own your investments and have full access to your accounts. You could choose another advisor or continue managing your investments yourself.

Ideally, we'd like to be your trusted advisor for life. We believe long-term relationships are built on trust, not contracts. If you ever decide to end our relationship, you may terminate your advisory agreement in accordance with its terms. Our goal is to earn your trust and continue delivering value, so you choose to stay with us.