Alexis Buchholz
Alexis Buchholz is a registered investment advisor at Bfg Wealth Management LLC, based in Dallas, TX, with 16 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 59 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20M+ | 0.80% |
Fees are negotiable. Institutional clients have a different fee schedule. There is also a "Hold and Service" option for existing clients with concentrated equity holdings, which charges 0.35% per year.
Fee Estimator
Location
3838 Oak Lawn Ave, Ste 1000, Dallas, TX, 75219
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexis is a licensed insurance agent with Buchholz Financial Group LLC, brokering insurance products and occasionally advising clients on these offerings, which presents a conflict of interest. Alexis also dedicates minimal time to business consulting as a Managing Partner at BFG Capital Partners LLC and co-owns real estate rental property, 91-1022 Kai Moana LLC.
Employment History
Current Registrations
Bfg Wealth Management LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.