Alexandra Kantarski is a CFP-designated registered investment advisor at Xml Financial Group, based in Bethesda, MD, with 18 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 4,185 clients with $3B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $8.0M | 0.50% |
| $8.0M - $9.0M | 0.40% |
| $9.0M - $10.0M | 0.30% |
| $10.0M - $11.0M | 0.20% |
| $11.0M - $12.0M | 0.20% |
| $12.0M - $13.0M | 0.20% |
| $13.0M - $14.0M | 0.20% |
| $14.0M - $15.0M | 0.20% |
| $15M+ | Included |
Fees above $15,000,000 are negotiable.
Fee Estimator
Location
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
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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 Activities
Alexandra is a notary public, spending minimal time on this activity. She also pursues hobbies as an astrology consultant and artist. Additionally, Alexandra is an equity member of BR Financial Associates Management Company, LLC, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Xml Financial Group
Xml Securities
Xml SecuritiesBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Sanders Morris Harris INC.Broker
Edelman Financial Services LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
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.