Alexander Goldberg is a CFP-designated registered investment advisor at Mcilrath & Eck, LLC, based in Anaheim, CA, with 15 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 1,094 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Periscope Wealth Advisors' fees for investment management services range from 0.45% to 1.50% per year, based on the value of your portfolio. Fees are determined on a case-by-case basis, considering the amount of work involved or future assets to be managed.
Location
160 N. Riverview Dr. Ste., 101, Anaheim, CA, 92808
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 affiliated with insurance companies to sell non-variable life, health, annuity, and disability income insurance products. He may earn commissions from these transactions.
Employment History
Current Registrations
Mcilrath & Eck, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, 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.