Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are based on a percentage of assets under management, ranging from 0.10% to 2.00%. Financial planning fees are either fixed (ranging from $1,000 to $5,000) or hourly ($50 to $400 per hour), depending on the complexity of the situation. Additional fees may apply for Tax Overlay Services (0.10% per annum) and Socially Responsible Investing Services (0.10% per annum). Fees are negotiable and outlined in the client agreement.
Areas of Practice
Advisor Information
Office location
2929 N Central Ave 14th Floor, Phoenix, AZ, 85255
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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 →Other Business ActivitiesSells Insurance
Aleksandr is involved in several business activities. He owns Zenith Consulting AZ Inc, providing consulting and marketing services in the cannabis space, and S&A Ventures LLC, focused on investment opportunities. Aleksandr also works as an independent insurance agent, occasionally writing annuities, and as a wholesaler for Simplicity Group, an insurance business, dedicating full-time hours to this role.