Alexandra Nelson is a registered investment advisor at Strategic Investment Solutions, INC., based in Orland Park, IL, with 3 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,695 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee is 1.50%. The fee can be lowered based on the advisor’s discretion.
Fee Estimator
Location
9501 W 144th Place, Orland Park, IL, 60462-2562
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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 →Employment History
Current Registrations
Strategic Investment Solutions, INC.
State Registrations1 state
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