Alex Rusinowitz
Alex Rusinowitz is a CFA, CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Garden City, NY, with 13 years of industry experience. Alex is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.
Fee Estimator
Location
1325 Franklin Avenue, Suite 105, Garden City, NY, 11530
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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
Alex sells fixed insurance products, dedicating about 10% of their time to this activity. Alex also owns AHR Planning Services, Inc., a private entity established to facilitate securities, advisory, and insurance business, dedicating all of their time to this.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
J.P. Morgan Securities LLCBroker
State Registrations15 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
More Advisors
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