Alexandra Lundgren is a registered investment advisor at Apollon Wealth Management, LLC, based in Boise, ID, with 12 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 8,389 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiable and range up to 2.00% annually based on the size and complexity of the relationship, services rendered, and time commitment. Accounts using Direct Indexing or CJ Lawrence strategies are subject to additional percentage fees.
Fee Estimator
Location
1673 W Shoreline Drive, Suite 140, Boise, ID, 83702
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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 →Other Business Activities
Alexandra is a part owner of Desert Gardens Essential Oils, selling health and beauty products, dedicating minimal time. She also owns Show Up Girl, a self-development business, dedicating minimal time. Alexandra is also registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes only.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Tree City Advisors, LLC
Oneamerica Securities, INC.
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.
Exams
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