Alexis Investment Partners is a registered investment advisor based in Montgomery, Texas, that manages investment portfolios and provides financial planning for individuals, families, businesses, and retirement plans. The firm designs personalized portfolios based on each client's goals, risk tolerance, and time horizon, and makes active adjustments to asset allocation over time. Services include personal wealth management, retirement plan consulting, and comprehensive or modular financial planning covering retirement, estate planning, taxes, insurance, and budgeting. Alexis Investment Partners also acts as the adviser for a proprietary exchange-traded fund called the Alexis Practical Tactical ETF. Portfolios are managed with the authority to make trades without asking first, using a mix of individual stocks, bonds, mutual funds, exchange-traded funds, options, and annuity subaccounts.
Fee Structure
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% |
Fees are calculated at the household level. As each tier is achieved, that fee rate is applied back to the first dollar. Management fees are negotiable at the firm's discretion.