AF
AF

Alexys Ann Febonio

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
333 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$4M
Financial Planning:Investment management only
Minimum Annual Fee:$40,000
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Location

15 North Main St, Wolfeboro, NH, 03894

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History

Regulatory History
Clean regulatory record

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.

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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
January 2022 - Present · 4 yrs 1 mo
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.
Alexys Ann Febonio - Financial Advisor | TrueAdvisor