Alina Fisch is a CFA-designated registered investment advisor at Contessa Capital, based in New York, NY, with 30 years of industry experience. Alina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5 clients with $9.3M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees negotiable for accounts over $7,500,001.
Fee Estimator
Location
New York, NY
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Regulatory 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 →Employment History
Current Registrations
Contessa Capital
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Propellr Securities LLCBroker
Deutsche Bank Securities INC.Broker
Deutsche Bank Capital CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.