AS
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Alexander Skijus

10 Years of Experience
Tampa, FL
Sells Insurance

Alexander Skijus is a registered investment advisor at True Life Wealth Management, LLC, based in Tampa, FL, with 10 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 73 clients with $33M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
73 clients
Average Client Portfolio
$456K average
Assets Under Management
$33.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

777 S Harbour Island Blvd, Suite 910, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alexander is an independent licensed insurance agent and the owner and sole agent of an insurance agency, Life Capital Strategies, since 2021. He dedicates about 10-20% of his time to this business, with minimal time spent during securities trading hours.

Employment History
Current Registrations
True Life Wealth Management, LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Sandy Morris Financial & Estate Planning Services, LLC
December 2016 - September 2018 · 1 yr 9 mos
Global Financial Private Capital, LLC
February 2015 - September 2016 · 1 yr 7 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
Alexander Skijus - Financial Advisor | TrueAdvisor