Alexander
Bartholomew

About this Advisor

Alexander Bartholomew is a financial advisor who works out of Worcester, Massachusetts, with a total of 10 years of work experience. Bartholomew is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Bartholomew & Co. Inc and Commonwealth Financial Network. Bartholomew has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Commonwealth Financial Network is a financial advisory business that has its headquarters in Worcester, Massachusetts. The investment advisory business has offices in 1,090 locations and a total of 3,350 advisors. It has $85 billion in total assets among its 388,288 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 259 charities and foundations. Of its 388,288 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely are based on which services are provided. However, fees billed by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.