Alexander Triska is a registered investment advisor at The Life Wealth Group, based in Winter Garden, FL, with 1 years of industry experience. Alexander 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, Investment Management, and 2 more. Their firm serves 75 clients with $180M 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 $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable for accounts over $10 million. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements in accordance with the fee schedule and Advisory Agreement in place at the time they onboarded.
Fee Estimator
Location
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
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
Alexander works as an insurance agent for The LifeWealth Group, and as a registered representative for Madison Avenue Securities, dedicating full-time hours to securities sales and services. He is also a registered investment adviser for LifeWealth Investments, LLC, focusing on wealth management and financial planning, which takes nearly full-time hours.
Employment History
Current Registrations
The Life Wealth Group
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
First Command Advisory Services
First Command Brokerage Services, INC.Broker
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.