Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$100 - $500/hr

Fees for investment advisory services are negotiable and depend on account value, investment program, service level, and financial complexity. The IAR is authorized to charge a fee within an allowable range, starting from 0.35% to 0.5% depending on the asset level, and a maximum that cannot exceed 2.0%. Additional fees may include custodian, platform, manager, and transaction fees. Financial planning fees range from $250-$5,000 (flat fee) or $100-$500 per hour. Retirement plan advisory fees depend on plan account value, plan type, and number of participants.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

400 West Metro Park, Rochester, NY, 14623

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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.

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Other Business ActivitiesSells Insurance

Alexei is an independent insurance agent since 2022 and may sell and service life and health insurance products. This activity is investment-related.

Employment History
Current Registrations
Lifemark Securities CORP.
December 2020 - Present · 5 yrs 1 mo
Lifemark Securities CORP.
June 2020 - Present · 5 yrs 7 mos
Lifemark Securities CORP. Broker
June 2020 - Present · 5 yrs 7 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.