Alexandra Espinosa
Alexandra Espinosa is a registered investment advisor at Eventide Asset Management, LLC, based in Fredericksburg, VA, with 11 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $6.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eventide Asset Management manages investments through mutual funds, private funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs). Fees vary depending on the product, strategy, and service level. For separately managed accounts, fees are charged based on the amount of assets managed. The fees and minimums for separately managed accounts are listed in the brochure.
Location
Fredericksburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexandra is an Investment Consultant and Regional Director at Eventide Asset Management, LLC, spending full-time hours positioning mutual funds to financial advisors. She is also a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer.
Employment History
Current Registrations
Eventide Asset Management, LLC
Foreside Fund Services, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
T. Rowe Price Associates, INC.
T. Rowe Price Investment Services, INC.Broker
American Funds Distributors, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations51 states
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