Alexis Investment Partners works with individuals and families to identify their investment goals and risk tolerance, designing portfolios to complement their financial situation. They actively adjust asset allocation based on market assessments. AIP also serves as a fiduciary advisor to small business 401k plans and manages accounts for organizations. They offer both comprehensive and modular financial planning services covering retirement, estate, tax, college, and insurance planning.
Assets Under Management$180M
Clients90
AdvisorsN/A
Avg. per Client$2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Management fees for qualified plans are individually negotiated per plan. A minimum annual fee of $1,200 is charged per plan. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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