Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Root is a financial advisor at D.b. Root & Company, LLC, in South Boston, MA. Alec is a Chartered Financial Analyst and specializes in providing financial planning, pension consulting and portfolio management services to high-net-worth individuals, corporations and other businesses, insurance companies, pension and profit-sharing plans, charitable organizations and state or municipal government entities. Alec previously worked at Cambridge Associates in Boston, MA, and Arlington, VA. Alec holds a Masters in Business Administration (MBA) from the Kellogg School of Management at Northwestern University.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
06/29/2022 - Present
D.b. Root & Company, LLC (South Boston MA)
Active
Inactive
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