Alisa Skatrud is a CFA, CFP-designated registered investment advisor at Plum Street Advisors, LLC, based in Newton, MA, with 5 years of industry experience. Alisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Gen X, High Net Worth, Investment Management, and 4 more. Their firm serves 170 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $4.0M | 0.50% |
| $4.0M - $7.5M | 0.30% |
| $7.5M+ | 0.20% |
Fee Estimator
Contact
Alisa Skatrud
Location
154 Wells Avenue, Suite 3, Newton, MA, 02459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Plum Street Advisors, LLC
State Registrations5 states
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