Alexys Febonio is a registered investment advisor at Ballentine Partners, based in Wolfeboro, NH, with 4 years of industry experience. Alexys operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 353 clients with $15B 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 |
|---|---|
| Any | 0.95% |
Standard High Net Worth tiered schedule ranges from 0.95% to 0.25% with a $40,000 minimum annual fee. Family Office tiered schedule ranges from 0.60% to 0.10% with a $180,000 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
15 North Main St, Wolfeboro, NH, 03894
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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
Alexys is a board member for the University of NH Peter T. Paul College of Economics and a board liaison for the MA Society for the Prevention of Cruelty to Children. These are both uncompensated, non-investment related activities performed outside of business hours.
Employment History
Current Registrations
Ballentine Partners
State Registrations2 states
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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