AS

Alexandra Elizabeth Shei

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only

Fees vary based on investment strategy, product type, account size, customization, and services provided, and are negotiated in advance. Investment management fees are typically a percentage of assets under management, billed quarterly. RIM does not charge a fee for model strategies comprised of RIM Advised Registered Funds. Clients may also bear other costs associated with investments.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

1301 Second Avenue, 18th Floor, Seattle, WA, 98101

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Russell Investments
October 2018 - Present · 7 yrs 3 mos
Previous Registrations
Fisher Investments
February 2017 - October 2018 · 1 yr 8 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Alexandra Elizabeth Shei - Financial Advisor | AdvisorDiscover