Alexander Izmailov
Alexander Izmailov is a registered investment advisor at Mariner Advisor Network, based in Danville, CA, with 18 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 16,313 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Independent Advisor Network offers investment management services through its network of IARs. Fees are based on the value of your portfolio and are deducted from your account. There are two fee options:
- Transaction Based Fee Option (TBFO): You pay transaction charges and/or commissions at the time of each transaction in addition to investment advisory fees. The advisory fees range from 0.4% to 2.55% if you pay for transaction charges, or 0.4% to 2.75% if the IAR pays for all transaction charges.
- Asset Based Fee Option (ABFO): You are charged a single periodic fee for advisory services, transaction charges, brokerage, and related services based on the value of assets in your account. The appropriateness of this option depends on your investment objectives, financial situation, and the frequency of trading in your account.
Fees are negotiable and can vary based on the complexity of your situation, the scope of services provided, and the expertise of the IAR.
Location
156 Diablo Road, Suite 320, Danville, CA, 94526
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 operates several businesses, including Executive Wealth Strategies, Sprague Wealth Solutions, and Executive Wealth Strategies LLC, all DBAs for his LPL business, and spends full-time hours on each. He also works with Mariner Independent Advisor Network LLC, providing investment advisory services, and dedicates minimal time as a managing member of Financial Planner Group LLC, a business entity for tax/investment purposes only, and sells non-variable insurance as an independent agent.
Employment History
Current Registrations
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Insight Wealth Strategies, LLC
Mutual Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Alamo CapitalBroker
White Pacific Securities, INC.Broker
First Investors CorporationBroker
State Registrations7 states
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.