Alexander Dorell is a registered investment advisor at Consilio Wealth Advisors, LLC, based in Bellevue, WA, with 14 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, High Net Worth, Investment Management, and 2 more. Their firm serves 289 clients with $460M 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 $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
*Minimum annual fee of $11,500 *CWA will assess an additional 0.50% annual fee on accounts where the Advisor writes or buys options Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
500 108th Avenue Ne, Suite 1100, Bellevue, WA, 98004
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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 Activities
Alexander works as a driver for Uber and Postmates. Driving for Uber takes a few hours per week, while driving for Postmates takes about 10-20% of his time.
Employment History
Current Registrations
Consilio Wealth Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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