Advisor at Alconbury Trust L.L.C
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.
Firm
Alconbury Trust L.L.C
Location
Lake Mary, FL
Credentials
Series 65
Industry experience
12 years
Lessandra King is a financial advisor with Alconbury Trust L.L.C. in Lake Mary, FL, holding a Series 65 license and 12 years of industry experience. She is also the Director and majority owner of K Dog, Inc., a retail flooring business in Sanford, FL. Alconbury Trust L.L.C. provides investment monitoring and referral services to individuals, high-net-worth clients, and pension plans, specializing in non-discretionary advice and cross-border pension arrangements. The firm refers clients to third-party advisers and managers while overseeing performance and coordinating asset allocation.
Based on Alconbury Trust L.L.C
Based on Alconbury Trust L.L.C
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
Account minimum: £100,000 (approximately $122,000 USD) but may be waived by the investment advisor based on client needs and complexity Fee-only: Annual fees ranging from 1.50% down to negotiable rates based on assets under advice
Lake Mary, FL
Florida · Texas
K Dog, Inc. dba Sanford Carpet & Flooring
2016 - Present (10 years)
Alconbury Trust LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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