Alexis Advisors, LLC provides wealth management services, including financial planning and investment advisory. Financial planning covers areas like retirement, education, and debt reduction. Investment advisory focuses on domestic and international equities and fixed income, using a risk-managed approach. Alexis Advisors, LLC also considers environmental, social, and governance (ESG) factors in investment decisions.
Fee Structure
Alexis Advisors, LLC offers investment advisory services where fees are based on a percentage of the value of your investments. The fees are negotiable and can be tiered or a flat fee, applied per account or across multiple accounts. Fees for managing held-away assets, like variable annuities and company retirement plans, typically range from 0.50% to 1.0% annually.