Alexander Sobkowiak
Alexander Sobkowiak is a registered investment advisor at Odyssey Capital Advisors INC., based in Bala Cynwyd, PA, with 1 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 243 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.70% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
2 Bala Plaza, Suite 515, Bala Cynwyd, PA, 19004
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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
Odyssey Capital Advisors INC.
State Registrations2 states
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