Alex Zazubec is a registered investment advisor at Highland Wealth Advisory LLC, based in Rochester, NY, with 4 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 59 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Highland Wealth Advisory charges a percentage of your portfolio's value each year. The percentage decreases as the value of your portfolio increases. For example, you'll pay 1.25% annually on the first $500,000. Fees are paid quarterly in advance, and you can cancel with fourteen days' written notice for a prorated refund.
Location
70 Linden Oaks, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Highland Wealth Advisory LLC
State Registrations1 state
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