Aleksandr Dyo
Aleksandr Dyo is a registered investment advisor at Smart Portfolio, based in Brea, CA, with 9 years of industry experience. Aleksandr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $44M 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 $250K | 1.25% |
| $250K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
All advisory fees may be negotiable at the sole discretion of Smart Portfolio.
Fee Estimator
Location
3230 E. Imperial Highway, Suite 300, Brea, CA, 92821
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Aleksandr is involved in numerous business ventures, including a wholesale insurance agency (RGL Group Insurance and Financial Services, Inc.) where he maintains books and carrier contracts. He also holds management positions in several real estate-related companies and other businesses, dedicating varying amounts of time to each.
Employment History
Current Registrations
Smart Portfolio
Previous Registrations
Smart Portfolio
Profectus Wealth Management
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.