Alexander Leonida
Alexander Leonida is a CFP-designated registered investment advisor at Capital Financial Group, INC., based in Greenwood Village, CO, with 18 years of industry experience. Alexander 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, Investment Management, and 2 more. Their firm serves 238 clients with $240M 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 $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
These fees apply to actively managed exchange traded funds, mutual funds, equities, and/or options strategies. Cash management, bonds, fixed annuities, and/or non-strategy legacy holdings are charged 0.25% annually.
Fee Estimator
Location
8400 E. Prentice Ave., Suite 1100, Greenwood Village, CO, 80111
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 is an independent licensed insurance agent offering non-variable insurance products through One Insurance Solutions for RIAs by Producer's Choice Network, including annuity, long-term care, and life insurance. Clients should be aware that these services pay a commission and involve a conflict of interest.
Employment History
Current Registrations
Capital Financial Group, INC.
Previous Registrations
Raymond James Financial Services, INC.Broker
State Registrations2 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.