Alexandra Markulis is a registered investment advisor at The Wealth Collaborative, based in Santa Monica, CA, with 7 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13 clients with $1.4M 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 | 1.50% |
The Wealth Collaborative charges an annual flat fee ranging from 0.50% to 1.50% of assets under management. Fees are negotiable and final rates are outlined in the advisory contract. Wealth Strategy ongoing planning fees are waived for clients with $2,000,000 or more in assets managed by the firm.
Fee Estimator
Location
Santa Monica, CA
Get directionsHistory
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
The Wealth Collaborative
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
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
More Advisors
- Elizabeth Greulich, CFPQuantum Financial Advisors, LLC
- Kittiwat Sripom, CFPFocus Partners Wealth, LLC
- Jason Bernstein, CFPStrategic Advisers LLC
- Scott Swanson, CFPQuantum Financial Advisors, LLC
- Alexander Bartos, CFA, CFPEmpirical Wealth Management
- Mark Maloney, CFPLPL Financial LLC