Alesia Cronkhite
Alesia Cronkhite is a registered investment advisor at Cronkhite Wealth Strategies, based in Peyton, CO, with 29 years of industry experience. Alesia 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 2 more. Their firm serves 24 clients with $11M 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 | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees will not exceed 0.99% and are at Cronkhite Wealth Strategies' discretion. These fees are for the co-advisor relationship with Matson Money.
Fee Estimator
Location
Peyton, CO
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Alesia is a licensed insurance agent and may offer clients insurance products, which could present a conflict of interest. She also owns a percentage of Texas Ranch and participates in making gun videos on YouTube.
Employment History
Current Registrations
Cronkhite Wealth Strategies
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 states
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.