Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are charged monthly, in arrears, based on the average daily balance of the account, and will not exceed 2.00% annually. This fee is negotiable. The firm also charges $250 per hour for financial planning, which is also negotiable. Pension consulting services are 1.00% of plan assets, also negotiable. There may be additional charges for data aggregation on retirement plan investments (typically 30 bps per annum). The minimum account size is $25,000, but this is negotiable.
Areas of Practice
Advisor Information
Office location
7957 N University Drive, Suite 157, Parkland, FL, 33067
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 ActivitiesSells Insurance
Aleksey is the principal owner and founder of Kaplan CPA, PLLC, providing tax services since January 2024, dedicating full-time hours. He is also an independent agent for Financial Gravity Enhanced Markets, LLC since September 2021 and is licensed to sell life, accident, and other lines of insurance, dedicating minimal time to insurance activities.