Alexa Pao
Alexa Pao is a registered investment advisor at Cornerstone Planning Group, based in Lake Mary, FL, with 14 years of industry experience. Alexa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,251 clients with $950M 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 | 1.35% |
Standard advisory fee ranges from 0.50% to 1.35% based on portfolio complexity, risk profile, number of household accounts, and total assets managed. Fees are negotiable.
Fee Estimator
Location
Lake Mary, FL
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Regulatory History (1)
Regulatory
July 2021Other Business ActivitiesSells Insurance
Alexa is an insurance broker appointed with outside carriers and operates under multiple DBAs to sell New York Life products and other non-registered insurance products. She also owns Authentic Alexa LLC and SocialLead, providing consulting and a SaaS platform for digital workspace setup and LinkedIn lead generation, respectively, taking about 10-20% of Alexa's time for each.
Employment History
Current Registrations
Cornerstone Planning Group
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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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