AB
CFP
AB
CFP

Alexander Robert Bukoski

1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
640 advisors
Number of Clients
1,281,720 clients
Average Client Portfolio
$229K average
Assets Under Management
$292.9B

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees negotiable for amounts over $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Ladson, SC

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History

Regulatory History (1)
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Criminal
February 2015
Final Disposition
Employment History
Current Registrations
Edelman Financial Engines
May 2025 - Present · 9 mos
State Registrations3 states
SCTXVA
Advisor
Exams
No exam information available for this advisor.