Alexander Triska
Advisor at The Life Wealth Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Life Wealth Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Winter Garden, FL 34787
Credentials
Series 63, Series 65
Industry experience
2 years
Alexander Triska is a financial advisor with The LifeWealth Group in Winter Garden, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory roles, he worked for Travel + Leisure Co. for 15 years. The LifeWealth Group is an SEC-registered investment manager offering discretionary asset management, model-portfolio management, and financial planning services. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, utilizing a wealth-management approach that includes strategic and tactical asset allocation alongside value investing and technical analysis.
Based on The Life Wealth Group
Based on The Life Wealth Group
Estate Design services charged on flat fee schedule: $3,500 (0-5M), $5,000 (5-15M), $7,500 (15-30M), $12,500 (30M+); fees may be waived for clients with >$2 million investable assets.
$0 - $1 million: 1.15% $1 million - $3 million: 1.00% $3 million - $5 million: 0.90% $5 million - $10 million: 0.75% $10 million - $25 million: 0.65% $25 million - Negotiable: Negotiable
Commissions earned on insurance products sold through affiliate Significant Wealth Management; includes commissions, bonuses, and other incentives.
$350 per hour for specialized projects as agreed in Financial Planning Agreement.
Account minimum: $500,000 Fee-only: Financial Planning fees negotiated based on scope; Hourly fees at $350/hour; Estate Design flat fees from $3,500 to $12,500 (waivable for clients with >$2 million investable assets); Workshop fees minimal and disclosed at registration; Held Away Asset Consulting fees negotiable, often % of held away assets.
270 W. Plant Street, Ste. 240
Winter Garden, FL 34787
Florida
LifeWealth Investments LLC
2024 - Present (2 years)
The LifeWealth Group
2024 - Present (2 years)
Madison Avenue Securities
2024 - Present (2 years)
AE Wealth Management
2024 - 2025 (1 year)
First Command Advisory Services, INC
2024 - 2024 (1 year)
First Command Brokerage Services, INC
2024 - 2024 (1 year)
First Command Insurance Services, INC
2024 - 2024 (1 year)
First Command Brokerage Services, INC
2024 - 2024 (1 year)
Full-time education
2021 - 2023 (2 years)
Travel + Leisure Co.
2006 - 2021 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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