Alexander Izmailov
Alexander Izmailov is a registered investment advisor at Mariner Advisor Network, based in Alamo, CA, with 18 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 16,241 clients with $9.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Independent Advisor Network offers investment management through various custodial platforms and programs, with advisory fees varying by platform, account size, and the specific investment advisor. Depending on the platform and fee option selected:
- Asset-based fee options charge a single fee covering both advisory services and transaction costs, with maximum advisory fees ranging up to 2.75% to 3.00% depending on the program.
- Transaction-based fee options involve advisory fees ranging from 0.40% to 2.75% of assets, plus separate transaction charges or commissions.
- Guided Wealth Portfolios (an automated digital program) charges a maximum fee of 1.35%.
Fees are negotiable by individual advisors based on account complexity and scope of services, and are typically billed quarterly in advance.
Location
3201 Danville Boulevard, STE 170, Alamo, CA, 94507
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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 ActivitiesSells Insurance
Alexander operates several businesses, including Executive Wealth Strategies, Sprague Wealth Solutions, and Executive Wealth Strategies LLC, all DBAs for his LPL business, and spends full-time hours on each. He also works with Mariner Independent Advisor Network LLC, providing investment advisory services, and dedicates minimal time as a managing member of Financial Planner Group LLC, a business entity for tax/investment purposes only, and sells non-variable insurance as an independent agent.
Employment History
Current Registrations
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Insight Wealth Strategies, LLC
Mutual Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Alamo CapitalBroker
White Pacific Securities, INC.Broker
First Investors CorporationBroker
State Registrations7 states
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
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