Alexia Mccluskey is a registered investment advisor at Castle Island Wealth, based in Palm Beach Gardens, FL, with 11 years of industry experience. Alexia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 44 clients with $120M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
11300 Us Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
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 Activities
Alexia is a Partner/Founder at Brescia McCluskey, LLC, a public accounting firm, since August 2024. She spends nearly full-time on tax preparation, tax review, and bookkeeping duties at the firm, and advisory clients may be referred between the two businesses.
Employment History
Current Registrations
Castle Island Wealth
Previous Registrations
Global Trust
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.