Alejandra Borge
Alejandra Borge is a registered investment advisor at Measured Wealth Private Client Group, LLC, based in Miami, FL, with 5 years of industry experience. Alejandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 638 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
An additional 0.25% may be added for accounts using an option strategy. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Miami, FL
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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
Alejandra owns Miss Millones LLC, a social media blog focused on increasing financial literacy for the Hispanic community, established in March 2024. She spends minimal time creating and recording content for the blog as a passion project.
Employment History
Current Registrations
Measured Wealth Private Client Group, LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan StanleyBroker
Morgan Stanley
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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