Alexis Fritts
Alexis Fritts is a registered investment advisor at Huntington Financial Advisors, based in Chicago, IL, with 12 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 Investment Management, Retirement Planning. Their firm serves 42,398 clients with $7.9B 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 $100K | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees vary depending on the specific program selected. The schedule shown reflects the GPS Total Asset Allocation and Multi-Manager program. Other programs have different fee schedules, and fees may be negotiable.
Fee Estimator
Location
Chicago, IL
Get directionsHistory
Regulatory History (1)
Financial
July 2017Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment Company
The Huntington Investment CompanyBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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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