| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
All fees are negotiable at our sole discretion. For accounts over $5,000,000, they may move to a flat fee schedule.
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
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Learn about disclosures →Alexei works as an independent financial advisor, advising family and friends located outside of the United States on purchasing and selling stocks, bonds, and ETFs. He has discretionary authority over associated accounts and spends minimal time on this activity.