Alexander Jankowski
Alexander Jankowski is a CFP-designated registered investment advisor at Timeless Wealth, based in Phoenixville, PA, with 2 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.35% |
Fees are negotiable and may vary by client. The same fee schedule applies to fee-based annuities.
Fee Estimator
Location
Phoenixville, PA
Get directionsHistory
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 ActivitiesSells Insurance
Alexander is a real estate referral agent and also sells fixed insurance products. He spends minimal time on these activities.
Employment History
Current Registrations
Timeless Wealth
Previous Registrations
Milestone Financial Associates, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
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.