Alexis Pickard
Alexis Pickard is a registered investment advisor at Tortoise Capital Advisors, L.L.C., based in Overland Park, KS, with 18 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 344 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based upon the size of the account, relationship and/or the nature and level of services provided. Annual investment management fees for private funds generally range up to 0.75% of assets under management.
Fee Estimator
Location
5901 College Boulevard, Suite 400, Overland Park, KS, 66211-1861
Get directionsHistory
Regulatory History (2)
Financial
September 2018Financial
July 2018Employment History
Current Registrations
Tortoise Capital Advisors, L.L.C.
Pine Distributors LLC
Pine Distributors LLCBroker
Previous Registrations
Tortoiseecofin Securities, LLCBroker
Tortoiseecofin Investments Partners, LLC
Montage Investments, LLC
Montage Securities, LLCBroker
J.J.B Hilliard, W.L. Lyons, LLCBroker
Hartford Life Distributors, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.