Alexis Erin Gallati

Sageview Advisory Group, LLC

5 Years of Experience

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Firm Information

Sageview Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

143 advisors

Number of Clients

7,497 clients

Average Client Portfolio

$31.8M average

Assets Under Management

$238.6B

Fee Structure

This brochure does not explicitly state a fee table or AUM fee structure. Therefore, no specific fee information can be provided.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Advisor Information

Office location

4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660

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Regulatory History

Clean regulatory record

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.

Other Business Activities

Alexis is the owner and lead tax strategist for Cerebral Tax Advisors, Inc., providing tax advisory and compliance services. This activity, along with business development, marketing, and sales, occupies Alexis full-time.

Employment History

Current Registrations

Sageview Advisory Group, LLC

December 2021 - Present · 4 yrs 1 mo

Previous Registrations

Forta Financial Group, INC.

August 2020 - October 2021 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.