Aleksandr Melkumov
Aleksandr Melkumov is a registered investment advisor at Simplicity Wealth, based in Phoenix, AZ, with 10 years of industry experience. Aleksandr is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B 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 | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
2929 N Central Ave 14th Floor, Phoenix, AZ, 85255
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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
Aleksandr is involved in several business activities. He owns Zenith Consulting AZ Inc, providing consulting and marketing services in the cannabis space, and S&A Ventures LLC, focused on investment opportunities. Aleksandr also works as an independent insurance agent, occasionally writing annuities, and as a wholesaler for Simplicity Group, an insurance business, dedicating full-time hours to this role.
Employment History
Current Registrations
Simplicity Wealth
The Leaders Group, INC.Broker
Previous Registrations
Simplicity Financial Investment Services, INC.Broker
Cole Capital CorporationBroker
Vanguard Marketing CorporationBroker
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.
Exams
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