Alexandra Kroot is a CFP-designated registered investment advisor at Wedmont Private Capital, based in Phoenix, AZ, with 5 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 498 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wedmont Private Capital charges a flat quarterly fee of $3,750, which equals $15,000 per year, for ongoing financial planning combined with investment management services. Investment management is included at no additional fee as part of this ongoing service. Fees are paid quarterly and may be negotiable in certain cases.
Location
Phoenix, AZ
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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 an owner/partner in Mourning Sun, which plans grief retreats and events, dedicating minimal time to it. Alexandra also owns rental property, spending minimal time on it as a landlord.
Employment History
Current Registrations
Wedmont Private Capital
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations2 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.
Exams
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