Alexis Howard is a CFP-designated registered investment advisor at Mariner Wealth, based in Emeryville, CA, with 4 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
6425 Christie Avenue, Ste. 290, Emeryville, CA, 94608
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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 a personal finance educator at Financially Brave, LLC, a company focused on teaching beginners about saving, debt elimination, and passive investing. Alexis dedicates a few hours per week to activities like speaking engagements, podcasts, coaching, and social media content creation.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Savant Investment Group, LLC
State Registrations1 state
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