Alexandra Richey is a registered investment advisor at Gradient Wealth Management, based in Sayre, PA, 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 Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
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Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
119 West Packer Ave, Suite #3, Sayre, PA, 18840
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Regulatory History (4)
Financial
October 2024Financial
July 2024Financial
July 2024Financial
April 2024Other Business Activities
Alexandra operates her LPL business through C&N Investment Services. She also works as an office assistant at Warner Tractor (minimal time) and as a bookkeeper for the Troy Area School District women's volleyball team (minimal time).
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
State Registrations3 states
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.