Alexandra Elwood is a registered investment advisor at Mcmill CPA and Advisors, based in Norfolk, NE, with 11 years of industry experience. Alexandra 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 4,118 clients with $730M 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 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+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
Fee Estimator
Location
125 South 4th Street, Norfolk, NE, 68701
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 Activities
Alexandra is an internal wholesaler for Retirement Plan Consultants, LLC since 2012, dedicating nearly full-time hours to this role. She is also a member of WMH Rollover LLC since 2022, spending minimal time on this activity.
Employment History
Current Registrations
Mcmill CPA and Advisors
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.