Alexis Rodriguez
Alexis Rodriguez is a CFA, CFP-designated registered investment advisor at Independent Financial Partners, based in Fort Lauderdale, FL, with 11 years of industry experience. Alexis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B 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 $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
3201 West Commerical Blvd., Suite 235, Fort Lauderdale, FL, 33309
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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 →Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLC
Ifp Securities, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
AXA Advisors, LLC
AXA Advisors, 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.
Exams
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