Alexandra Geremia is a CFA, CFP-designated registered investment advisor at Invest Track Financial, LLC, based in Wakefield, RI, with 3 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 29 clients with $61M 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 | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Wakefield, RI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Invest Track Financial, LLC
State Registrations1 state
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