Alejandra Borge is a registered investment advisor at Measured Wealth Private Client Group, LLC, based in Portsmouth, NH, 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, Investment Management, and 2 more. Their firm serves 598 clients with $460M 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% |
A client's legacy fee schedule could be honored and may be more or less than the Measured Wealth standard fee schedule. If an option strategy is employed, an additional 0.25% will be added to the fee schedule. Fees are negotiable.
Fee Estimator
Location
303 Islington Street, Portsmouth, NH, 03801
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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
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