Alexandra Demosthenes is a CFP-designated registered investment advisor at Boca Wealth Advisors, based in Boca Raton, FL, with 14 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 4 more. Their firm serves 157 clients with $380M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable in limited circumstances.
Fee Estimator
Location
1515 S Federal Hwy, Suite 306, Boca Raton, FL, 33432
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Alexandra is a CPA and runs a tax practice, providing bookkeeping, tax return preparation, and tax research services since 2010. This takes about half of Alexandra's time.
Employment History
Current Registrations
Boca Wealth Advisors
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
Alexandra is the Director of Financial Planning and Senior Wealth Advisor for Investment Advisory Professionals, LLC (IAP). Her duties include portfolio management, financial planning, and tax planning.