AK
CFA · CFP
AK
CFA · CFP

Alexander Kondeas

7 Years of Experience
Miami Beach, FL

Alexander Kondeas is a CFA, CFP-designated registered investment advisor at Fierce Financial Group LLC, based in Miami Beach, FL, 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 Investment Management. Their firm serves 31 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
31 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$40.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

This is the fee for Active Investment Management. Passive Investment Management is 0.80% per year. Hybrid Investment Management is 1.40% per year. FFG recommends a minimum account value of $1,000,000 for Active Investment Management Services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1680 Michigan Avenue, Suite 1000, Miami Beach, FL, 33139

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fierce Financial Group LLC
December 2018 - Present · 7 yrs 4 mos
State Registrations2 states
FLNC
Advisor

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
No exam information available for this advisor.