Alex Rusinowitz is a CFA, CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Garden City, NY, with 13 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
1325 Franklin Avenue, Suite 105, Garden City, NY, 11530
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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 ActivitiesSells Insurance
Alex sells fixed insurance products, dedicating about 10% of their time to this activity. Alex also owns AHR Planning Services, Inc., a private entity established to facilitate securities, advisory, and insurance business, dedicating all of their time to this.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
J.P. Morgan Securities LLCBroker
State Registrations15 states
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