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CFP

Aleia Macdonald

LPL Financial LLC
21 Years of Experience
Stuart, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Aleia Macdonald is a CFP-designated registered investment advisor at LPL Financial LLC, based in Stuart, FL, with 21 years of industry experience. Aleia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Stuart, FL

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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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Other Business ActivitiesSells Insurance

Aleia operates under several DBAs and LLCs, including Advanced Wealth Strategies, 3D Advisors, Capital Asset Advisory Services, and CG Advisory Services, providing investment advisory services. She also works as a host/carry out at Art and Jakes Sports Bar.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2023 - Present · 3 yrs 6 mos
Cg Advisory Services
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
September 2017 - April 2023 · 5 yrs 7 mos
Wfg Investments, INC.Broker
April 2016 - September 2017 · 1 yr 5 mos
Invest Financial Corporation
October 2010 - May 2016 · 5 yrs 7 mos
Executive Wealth Management, LLC
October 2010 - April 2016 · 5 yrs 6 mos
Invest Financial CorporationBroker
February 2009 - May 2016 · 7 yrs 3 mos
Royal Alliance Associates, INC.Broker
September 2005 - February 2009 · 3 yrs 5 mos
State Registrations8 states
COFLGAMINCPATXWI
AdvisorBrokerBoth

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.
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