Alexandra Kayes is a registered investment advisor at Managed Account Advisors LLC, based in Jersey City, NJ, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,446,258 clients with $990B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients participating in the program pay an account fee that is a percentage of the assets in their portfolio. This fee is comprised of two parts:
- Bank Management Fee — Paid to Bank of America for its services, with rates set forth in individual client agreements and subject to negotiation based on market value, asset allocation, and related accounts.
- Style Manager Expense — Ranging from 0.00% to 0.50% annually, this fee compensates the specific investment manager handling the chosen strategy and does not change based on portfolio size.
Location
525 Washington Blvd, Jersey City, NJ, 07310
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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
Managed Account Advisors 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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