Alexander Dardick
Alexander Dardick is a registered investment advisor at Jrs Investments and Wealth Preservation, LLC, based in Signal Hill, CA, with 6 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. Their firm serves 172 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are negotiable. For accounts under $25,000, fees are negotiable, but will not be greater than 2%.
Fee Estimator
Location
Signal Hill, CA
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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 Activities
Alexander is a Student Success Team Leader at Tutorly, an online tutoring company for K-12 students, since October 2021. He works a flexible, remote schedule as an independent contractor, and this activity does not affect his investment services.
Employment History
Current Registrations
Jrs Investments and Wealth Preservation, LLC
Previous Registrations
Hightower Advisors, LLC
Trilogy Capital, INC.
State Registrations1 state
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