Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
SB Advisory charges fees for portfolio management based on the amount of assets they manage for you. These fees are negotiable, but can be up to 2.50% annually. The firm also offers financial planning services, with comprehensive plans costing up to $15,000 or 1% of assets covered, limited planning at $600/hour, and hourly consulting also at $600/hour. Transaction fees may apply for accounts in the RBC program. The firm's affiliate may receive compensation through mark-ups and revenue sharing arrangements with RBC.
Areas of Practice
Advisor Information
Office location
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184
Get directionsRegulatory History (4)
Financial
April 2020Customer Dispute
December 2008Employment Separation After Allegations
July 2005Regulatory
July 2003Other Business Activities
Alexys is involved in several business activities, including a real estate holding company, a trucking business, a hedge fund, a home buying venture, and handyman/consulting services through multiple LLCs. Alexys dedicates a significant amount of time (about half their time) to the hedge fund and minimal time to the other ventures.