Alexander Boeri is a CFP-designated registered investment advisor at Miller Avenue Advisors LLC, based in Mill Valley, CA, with 7 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 81 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.10% to 1.00% of assets under management. Accounts under $3,000,000 are subject to an annual flat fee of $8,000 to $30,000. Fees are negotiable based on factors such as historical relationships, asset types, and total portfolio size.
Fee Estimator
Location
129 Miller Avenue Suite 622, Mill Valley, CA, 94941
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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 →Employment History
Current Registrations
Miller Avenue Advisors LLC
Previous Registrations
Fiduciary Financial Group
Brighton Jones LLC
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.
Exams
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