Alexander Misarti
Alexander Misarti is a CFP-designated registered investment advisor at Psi Advisors, 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 Investment Management, Retirement Planning. Their firm serves 2,168 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PSI Advisors offers investment management services through various LPL Financial advisory programs. Fees are negotiable and vary depending on the program and account size. Maximum annual fees are: Manager Access Select (3.00% for legacy accounts, 2.5% for new accounts), Optimum Market Portfolios (2.50%), Personal Wealth Portfolios (2.50%), Model Wealth Portfolios (2.65%), Small Market Solution (0.95%), and Guided Wealth Portfolios (1.35%). These fees cover investment advice and management. Clients may incur additional fees from mutual funds and ETFs.
Location
13059 W. Linebaugh Ave Ste. 102, Tampa, FL, 33626
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 ActivitiesSells Insurance
Alexander operates his LPL business through Mark Scheidter & Associates and provides investment advisory services through PSI Advisors LLC, dedicating full-time hours to the latter. He also engages in various insurance-related activities, including acting as an agent or broker for fixed life insurance, fixed annuities, disability, and long-term care through multiple entities, and receives referrals from a CPA firm.
Employment History
Current Registrations
Psi Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Psi Advisors, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations12 states
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.