Aleksandra Gierszewska is a ChFC-designated registered investment advisor at Mutual Advisors, LLC, based in Parrish, FL, with 16 years of industry experience. Aleksandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B 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 | 2.00% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
Parrish, FL
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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
Aleksandra is an operations manager at Marko Polo Deli, dedicating minimal time. She also manages two rental properties in Florida and Connecticut, each requiring minimal time.
Employment History
Current Registrations
Mutual Securities, INC.
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Pruco Securities, LLC.Broker
VisionBroker
Vision Financial Markets LLCBroker
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.
Exams
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