Alexander Boeri is a CFP-designated registered investment advisor at Miller Avenue Advisors LLC, based in Mill Valley, CA, with 6 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 63 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Miller Avenue Advisors manages investments for a fee based on the amount of your portfolio. The annual fee ranges from 0.10% to 1%. For smaller accounts (under $3,000,000), there's a flat annual fee of $8,000 to $30,000, but this may be waived. The exact fee is negotiable and depends on factors like the size of your portfolio and the complexity of your situation.
Location
129 Miller Avenue Suite 622, Mill Valley, CA, 94941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Miller Avenue Advisors LLC
Previous Registrations
Fiduciary Financial Group
Brighton Jones LLC
State Registrations1 state
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