Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges $3,125 per quarter ($12,500 per year) for ongoing financial planning services, which includes investment management at no additional cost. If a third-party manager is engaged, they may charge a separate fee. Fees may be directly debited from client accounts. The minimum account size is $1,000,000 in investable assets, but this is negotiable in some cases.
Areas of Practice
Advisor Information
Office location
Phoenix, AZ
Get directionsRegulatory History
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 Activities
Alexandra is an owner/partner in Mourning Sun, which plans grief retreats and events, dedicating minimal time to it. Alexandra also owns rental property, spending minimal time on it as a landlord.