Alexis Miller is a registered investment advisor at Leafhouse Financial Advisors, LLC, based in Austin, TX, with 6 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,717 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LeafHouse's fees for investment advisory services are based on a percentage of the assets they manage. These fees range from 0.25% to 2.00% and are negotiated based on factors like portfolio size and complexity. Fees for Investment Management Model Programs range from 0.15% to 0.35%.
Location
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Leafhouse Financial Advisors, LLC
State Registrations1 state
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