Aleksandr Seleznev is a CFP-designated registered investment advisor at Capital Squared Financial LLC, based in Rockville, MD, with 11 years of industry experience. Aleksandr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 87 clients with $200M 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 $2.0M | Included |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
For prospective clients with under $2M in assets, Capital Squared Financial evaluates each situation individually. Contact them for details. Fees are negotiable.
Fee Estimator
Contact
Aleksandr Seleznev
Location
1451 Rockville Pike, Suite 250, Rockville, MD, 20852
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 →Employment History
Current Registrations
Capital Squared Financial LLC
Previous Registrations
May & Barnhard, PC
Mbi LLC
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
Additional Information
Alex was selected as one of the Top Financial Professionals by the Bethesda Magazine in the Wealth Management category (2022*). He is frequently quoted by financial publications such as Kiplinger, AARP and Financial Advisor Magazine. Alex is a regular speaker on a variety of investment and planning topics such as Retirement Strategies, Social Security, Medicare and Education Planning.