PETERALEXANDER

Overview

Peteralexander is a small corporate advisory entity owned by an individual that combines insurance brokerage with advisory work. The firm identifies itself as a capital allocator and provides financial planning as well as the selection of outside advisers on behalf of clients. Compensation is via non-asset-based arrangements — including hourly fees, fixed fees and other fee types — rather than a standard assets-under-management fee model. The firm does not position itself as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices