Welcome to my Alexandria Capital Review!
Do you want to be one of their clients with diverse in assets, ages, dispositions, lifestyles, and belief systems? Or have wealth and investment plan tailor-made to you?
Let's get to know Alexandria Capital and what they can do for you!
So, let's start our Alexandria Capital Review!
Alexandria Capital Summary Review
- Name: Alexandria Capital, LLC
- Website: https://alexandriacapital.com/
- Founder: Hightower Advisors, LLC
- Cash Minimum: N/A
- IRA Minimum: N/A
- Fees: N/A
- Rating: 3.9/5.0
What is Alexandria Capital?
Clients have trusted Alexandria Capital to map their financial journeys since 1987. More so, their company is structured to reflect their client-first philosophy and commitment to assisting you in improving your financial situation.
In providing financial advice and services, they maintain high professional and ethical standards. Furthermore, their objective is to exceed your expectations and encourage you to tell your friends and family about them so that they can assist them as well.
Services of Alexandria Capital
Everyone is unique. When it comes to investing, don’t settle for an off-the-shelf computer generated investment recommendation. Thus, you deserve an investment portfolio that reflects your values, priorities and lifestyle.
If we’ve learned any lessons in recent years, it’s that every plan must account for the unexpected. So, retirement is no exception. As you transition to this next phase of life, a carefully constructed plan can help minimize risk and secure the financial wealth you’ve built throughout your working years.
How to Build your Own Financial Plan?
- First, Cash Flow Planning
- Second, Risk Management and Insurance
- Third, Retirement Planning
- Fourth, Tax Planning
- Last, Investment Planning
There are many factors to consider when determining whether to roll your retirement plan savings into an IRA. So, oftentimes this decision is triggered by a change in employment status or an impending retirement.
When deciding what to do with your retirement assets, it’s important to be aware that IRAs are subject to different rules and restrictions than employer plans such as 401(k)s.
Tax Review and Planning
It may be time to start thinking about reviewing or devising a tax strategy. More so, as you weigh potential tax moves between now and the end of the year, follow these tips for your tax plan:
- Designate time to plan
- Defer income to next year
- Accelerate deductions
- Factor in the AMT
- Maximize retirement savings
- Take any required distributions
- Weigh year-end investment decisions
- Beware the net investment income tax
- Get help if you need it
When it’s time to plan for your financial legacy, there are many considerations to take into account.
Also, as you prepare for an ultimate transfer of wealth, take the time to define your values and the lessons you aim to pass on to future generations. Next, consider what meaning money holds for you.
Here are your Must Haves that Alexandria Capital can help you:
First Goal: Plan for and document the transfer of assets with minimized tax and transfer cost.
Second Goal: Further enhance the direction of assets, minimize estate taxes or increase asset protection
Third Goal: Options for Complex Estate Tax Issues or Liability Concerns
Reviews and Ratings of Alexandria Capital
There are very limited reviews and ratings of Alexandria Capital, here's some of them:
What I Like About Alexandria Capital
Wide Range of Services
As a financial consultant, Alexandria Capital offers a lot of services that will suit your needs. To entrepreneurs, executives, and retirees, they can provide you a lot of financial services.
What I Don't Like About Alexandria Capital
No Fees Listed
Sadly, you won't easily know how much do Alexandria Capital charges. So, you won't be able to assess if you can afford them or if their services is worth how much they will charge.
Limited Reviews Available
There are very limited reviews of Alexandria Capital available. They only have reviews from Facebook when it comes to customer reviews. Other than that, nothing else.
Is Alexandria Capital a SCAM?
ALEXANDRIA CAPITAL, LLC is Alexandria Capital LLC's legal name. It's a Virginia Limited Liability Corporation. This firm employs 20 people, with 12 of them serving as advisors. It is unknown how many clients it serves.
The firm's most recent SEC (US Securities and Exchange Commission) status is "Approved," with an Oct 1, 2003 registration date.
With that, Alexandria Capital is NOT A SCAM.
When investing or making financial decisions, having an advisor is a good thing. However, you should still make your own financial decisions and do your own research.
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