AC
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Alexandra Clement

3 Years of Experience
Portland, ME
Broker

Alexandra Clement is a registered investment advisor at RBC Capital Markets, LLC, based in Portland, ME, with 3 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

Two Portland Square, 5th Floor, Portland, ME, 04101-4088

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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 Activities

Alexandra is an independent consultant/district manager at Arbonne International, dedicating minimal time. She also has involvement with Jibe Cycling Studio, but spends no time on it.

Employment History
Current Registrations
RBC Capital Markets, LLC
September 2022 - Present · 3 yrs 8 mos
RBC Capital Markets, LLC
August 2022 - Present · 3 yrs 9 mos
RBC Capital Markets, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Independent Brokerage Solutions LLCBroker
January 2022 - May 2022 · 4 mos
State Registrations39 states
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AdvisorBrokerBoth

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.