Alexandra Mickelson is a registered investment advisor at Lunea Wealth Management, based in Cedar Rapids, IA, with 6 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. The initial fee of $4,000 covers the initial construction of the comprehensive financial plan. If Lunea Wealth Management utilizes an Outside Manager, the combined fee charged to the Client will not exceed 2% of assets under management.
Fee Estimator
Location
Cedar Rapids, IA
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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
Alexandra is the director of color guard at Jefferson High School and also acts as a landlord, renting out a room in her home. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Lunea Wealth Management
Previous Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Red Cedar
Stirlingshire InvestmentsBroker
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.