Unclaimed
Alexander J. Fons is a registered investment advisor with Global View Capital Management LLC in Waukesha, Wisconsin. Alexander has been in the financial services industry since 2017 and holds the Series 65 license. Alexander's areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
A percentage of the total value of assets under management is charged.
Financial planning
1
2
WI
07/29/2020 - Present
Global View Capital Management LLC (WAUKESHA WI)
IA
Issued 07/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alexander Fons is the right advisor for you? Invested Better is here to help.