AP
AP

Alena Povarova

18 Years of Experience
Mountain View, CA

Alena Povarova is a registered investment advisor at Osaic Advisory Services, LLC, based in Mountain View, CA, with 18 years of industry experience. Alena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
350 advisors
Number of Clients
29,898 clients
Average Client Portfolio
$518K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

800 W El Camino Real, Suite 180, Mountain View, CA, 94040

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Osaic Advisory Services, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Arbor Point Advisors
November 2020 - November 2024 · 4 yrs
Kms Financial Services, INC
March 2017 - November 2020 · 3 yrs 8 mos
Sowell Management Services
November 2016 - March 2017 · 4 mos
Private Client Advisors, LLC
October 2011 - March 2012 · 5 mos
Concert Capital Management
October 2011 - March 2012 · 5 mos
Concert Wealth Management
September 2008 - June 2017 · 8 yrs 9 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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