AS

Aleksandra H Szegda

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
1,396 clients
Average Client Portfolio
$94K average
Assets Under Management
$130.6M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fee capped at $5,000 per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$500

Retirable charges an investment advisory fee of 1.00% per year, billed monthly based on the average daily balance of your account, capped at $5,000 annually. Existing clients may pay different fees based on their original agreement. Clients may also select Altruist model portfolios which charge between 0% and 0.12% per year. Clients who elect to receive general financial planning advice pay an annual subscription fee of $500 per year, which is pro-rated if they later opt into an investment portfolio.

Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

29 Broadway, New York, NY, 10006

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Regulatory History (1)
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Employment Separation After Allegations
May 2025
Employment History
Current Registrations
Retirable
September 2025 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - June 2025 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2023 - June 2025 · 2 yrs 5 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Aleksandra H Szegda - Financial Advisor | AdvisorDiscover