Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for advisory services are generally calculated as a percentage of the total market value of managed assets, not to exceed 2.75%. Fees are negotiated individually, considering portfolio complexity and assets under management. Clients may participate in a wrap fee program. Financial planning services are offered on an hourly or fixed-fee basis, negotiated individually. Additional client fees may apply, such as custodial fees and transaction charges.
Areas of Practice
Advisor Information
Office location
303 S Temple Dr, Ste 300, Diboll, TX, 75941
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Alexis is the President of the Junior League of Lufkin, a service organization benefiting women and children in the Lufkin/Angelina County area. This role involves oversight of the board and community service projects, requiring a few hours per week.