Alexa Koziol is a registered investment advisor at Correct Capital Wealth Management, LLC, based in Clayton, MO, with 1 years of industry experience. Alexa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 466 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Correct Capital charges an annual investment advisory fee that varies between 0.65% and 1.50% of your portfolio. The specific fee is outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity of the portfolio, or extent of activity. Fees are billed quarterly in advance based on the average daily balance of the account. Employees and their family-related accounts are charged a reduced fee.
Location
130 S Bemiston Avenue, Suite 602, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Correct Capital Wealth Management, LLC
Previous Registrations
Clayton Financial Group, LLC
Windham Capital Management, LLC
Morningstar Investment Services LLC
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.