Alexandra Forest is a CFP-designated registered investment advisor at 44 North Capital, LLC, based in Burlington, VT, with 10 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 402 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee ranges up to 1%.
Fee Estimator
Location
431 Pine Street, Suite 114, Burlington, VT, 05401
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
Alexandra is a limited partner in KLS Management, LLC, created for real estate properties, but dedicates no time to it. She also manages real estate investment properties, spending minimal time on this activity.
Employment History
Current Registrations
44 North Capital, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
MML Investors Services, LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra 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.