MA
CFA
MA
CFA

Michael Alexenko

23 Years of Experience
St. Charles, IL

Michael Alexenko is a CFA-designated registered investment advisor at Royal Asset Managers, based in St. Charles, IL, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42 clients with $75M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
42 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$75.0M

Fee Structure

Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $3.0M0.60%
$3.0M - $4.0M0.50%
$4M+0.50%

Fees negotiable for accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

St. Charles, IL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Royal Asset Managers
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Harris Investor Services LLC
January 2002 - December 2002 · 11 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.