Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual management fee for the wrap fee program is negotiable and varies based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your IAR, and the nature and total dollar asset value of the assets maintained in your account. The annual fee ranges up to 2.25% annually. Fees can be structured as a fixed flat percentage, a tiered fee schedule, a linear fee, or a flat annual dollar amount. There may be a minimum quarterly or monthly fee.
Areas of Practice
Advisor Information
Office location
Norwalk, CT
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aleksandra is an operations manager at Marko Polo Deli, dedicating minimal time. She also manages two rental properties in Florida and Connecticut, each requiring minimal time.