Alexander Bartos is a CFA, CFP-designated registered investment advisor at Empirical Wealth Management, based in Santa Monica, CA, with 16 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,400 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee schedule starts at 1.00% and scales lower for greater levels of assets under management. Fees are negotiable.
Fee Estimator
Location
730 Arizona Avenue, Suite 200, Santa Monica, CA, 90401
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 →Employment History
Current Registrations
Empirical Wealth Management
Previous Registrations
Forum Financial Management, LP
Dfa Securities LLCBroker
State Registrations3 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
More Advisors
- Kittiwat Sripom, CFPFocus Partners Wealth, LLC
- Jason Bernstein, CFPStrategic Advisers LLC
- Scott Swanson, CFPQuantum Financial Advisors, LLC
- Elizabeth Greulich, CFPQuantum Financial Advisors, LLC
- Mark Maloney, CFPLPL Financial LLC
- Robert Eddy, ChFCEddy Financial, LLC