Alexis Gallati
Alexis Gallati is a registered investment advisor at Creative Planning Institutional Advisors, LLC, based in Knoxville, TN, with 5 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 915 clients with $38B 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 | 1.50% |
Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
3834 Sutherland Avenue, Knoxville, TN, 37919
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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 owner and lead tax strategist for Cerebral Tax Advisors, Inc., providing tax advisory and compliance services. This activity, along with business development, marketing, and sales, occupies Alexis full-time.
Employment History
Current Registrations
Creative Planning Institutional Advisors, LLC
Previous Registrations
Forta Financial Group, INC.
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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