Advisor at Alpha Strategies Corporation
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Firm
Alpha Strategies Corporation
Location
Sterling, VA
Credentials
Series 63, Series 66
Industry experience
21 years
John Herr is a financial advisor with Alpha Strategies Corporation in Sterling, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Alpha Strategies Corporation since 2010. The firm provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Alpha Strategies manages approximately $47.9 million across about 86 client accounts, employing modern portfolio theory to construct diversified portfolios with both traditional and alternative investments, and retains all portfolio management in-house.
Based on Alpha Strategies Corporation
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% Above $1,000,000+: 1.00%
Sterling, VA
Texas · Virginia
Alpha Strategies Corporation (153713)
2010 - Present (16 years)
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