Aleksandr Melkumov is a registered investment advisor at Simplicity Wealth, based in Phoenix, AZ, with 10 years of industry experience. Aleksandr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
2929 N Central Ave 14th Floor, Phoenix, AZ, 85255
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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
Aleksandr is involved in several business activities. He owns Zenith Consulting AZ Inc, providing consulting and marketing services in the cannabis space, and S&A Ventures LLC, focused on investment opportunities. Aleksandr also works as an independent insurance agent, occasionally writing annuities, and as a wholesaler for Simplicity Group, an insurance business, dedicating full-time hours to this role.
Employment History
Current Registrations
Simplicity Wealth
The Leaders Group, INC.Broker
Previous Registrations
Simplicity Financial Investment Services, INC.Broker
Cole Capital CorporationBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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