Roberta Keller is a registered investment advisor at Alexis Advisors, based in Richmond, VA, with 16 years of industry experience. Roberta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 99 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alexis Advisors, LLC offers investment advisory services where fees are based on a percentage of the value of your investments. The fees are negotiable and can be tiered or a flat fee, applied per account or across multiple accounts. Fees for managing held-away assets, like variable annuities and company retirement plans, typically range from 0.50% to 1.0% annually.
Location
Richmond, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alexis Advisors
Previous Registrations
Brunson Advisors LLC
State Registrations2 states
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