Aleksandra Szegda is a registered investment advisor at Retirable, based in New York, NY, with 2 years of industry experience. Aleksandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 1,396 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,396 clients
Average Client Portfolio
$94K average
Assets Under Management
$130.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is capped at $10,000 per year. Clients may also select Altruist model portfolios which charge between 0% and 0.12% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
900 Broadway, Suite 808, New York, NY, 10003
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2025Employment History
Current Registrations
Retirable
September 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - June 2025 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - June 2025 · 2 yrs 5 mos
State Registrations1 state
NY
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.