Alexandra Joas
Advisor at Curi Capital, LLC — Bloomington, MN
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
3 years
Location
Bloomington, MN 55431
Curi Capital, LLC
Multi-team
Clients per advisor
29 Very LowAvg AUM per client
$2,917,438 Very HighHNW client ratio
54% Very HighAlexandra Joas is a financial advisor at Curi Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Piper Sandler & Co., RBC Wealth Management, and served family offices before joining Curi Capital. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental, bottom-up equity strategy combined with a fundamental relative-value approach to fixed income, supplemented by third-party managers and proprietary risk analysis tools.
Based on Curi Capital, LLC
Fixed fees for financial planning and consulting services depending on level and scope.
$0+: Wealth Management Fees generally range between 0.25% and 1.25% of assets under management per annum $0 - $3.0 million: Core Fixed Income: 0.350% $3.0 million - $5.0 million: Core Fixed Income: 0.325% $5.0 million - $10.0 million: Core Fixed Income: 0.300% $10.0 million - $25.0 million: Core Fixed Income: 0.275% $25.0 million+: Core Fixed Income: 0.250% $0 - $3.0 million: Core Equity Strategies: 0.500% $3.0 million - $5.0 million: Core Equity Strategies: 0.475% $5.0 million - $10.0 million: Core Equity Strategies: 0.450% $10.0 million - $25.0 million: Core Equity Strategies: 0.425% $25.0 million+: Core Equity Strategies: 0.400% $0 - $1.0 million: Treasury Bill Strategy: 0.150% $1.0 million - $3.0 million: Treasury Bill Strategy: 0.125% $3.0 million+: Treasury Bill Strategy: 0.100% $0 - $10.0 million: Innovators Strategy: 1.000% $10.0 million - $20.0 million: Innovators Strategy: 0.850% $20.0 million+: Innovators Strategy: 0.700% $0 - $2.0 million: Small Cap Focus: 0.750% $2.0 million - $5.0 million: Small Cap Focus: 0.700% $5.0 million - $15.0 million: Small Cap Focus: 0.650% $15.0 million - $25.0 million: Small Cap Focus: 0.600% $25.0 million+: Small Cap Focus: 0.550% $0 - $1.0 million: International Equity Strategy: 1.000% $1.0 million - $3.0 million: International Equity Strategy: 0.975% $3.0 million - $5.0 million: International Equity Strategy: 0.950% $5.0 million - $20.0 million: International Equity Strategy: 0.900% $20.0 million - $25.0 million: International Equity Strategy: 0.825% $25.0 million+: International Equity Strategy: 0.750% $0 - $1.0 million: Multi-Asset Strategies: 0.350% $1.0 million - $3.0 million: Multi-Asset Strategies: 0.325% $3.0 million - $5.0 million: Multi-Asset Strategies: 0.300% $5.0 million - $10.0 million: Multi-Asset Strategies: 0.275% $10.0 million+: Multi-Asset Strategies: 0.250%
Hourly rates charged for financial planning and consulting services depending on level and scope.
Performance-based fees applicable to certain private funds managed by Curi Capital, generally ranging from 0.5% to 1.5% management fees plus performance fees as specified in offering materials.
Curi Capital MD subscription offered at $100 per month, payable monthly, with up to $1,000 credit toward advisory services if subscriber becomes advisory client.
Account minimum: $1,000,000 Minimum fee: $10,000 per year ($2,500 per quarter) minimum annual fee for Wealth Management Fees; $2,500 per year ($625 per quarter) minimum annual fee for Wealth Builder Services Fee-only: Financial planning and consulting fees generally billed on a fixed fee basis, hourly rate basis, or percentage of assets basis depending on service level; hourly fees for advice regarding 401(k) and 529 Plans.
Bloomington, MN
3800 American Blvd West, Suite 780
Bloomington MN 55431
Advisors at this office
2
Minnesota
3 years of industry experience
Curi RMB Capital
2023 - Present • 3 years
Bloomington, MN
Piper Sandler & Co.
2021 - 2023 • 2 years
Minneapolis, MN
RBC Wealth Management
2020 - 2020 • 1 year
Minneapolis, MN
Hardie Family
2019 - 2019 • 1 year
Edina, MN
Angelats Family
2018 - 2018 • 1 year
Edina, MN
Creighton University
2017 - 2021 • 4 years
Omaha, NE
Unemployed
2011 - 2018 • 7 years
Edina, MN
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")