Alexis Maloy is a registered investment advisor at Level Four Advisory Services, based in Dallas, TX, with 12 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B 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 | 2.50% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
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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 →Other Business Activities
Alexis is the sole member and financial advisor for Maloy Investment Advisors, LLC, spending nearly full-time on this role. Alexis also rents office space and two apartments to family through Maloy Investment Advisors, LLC, and volunteers on the Stewardship Committee for North Brewton Baptist Church for minimal time each month.
Employment History
Current Registrations
Level Four Advisory Services
Previous Registrations
Level Four Financial, LLC
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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