AF

Alexys Ann Febonio

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
74 advisors
Number of Clients
333 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$4M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$40,000

Ballentine Partners' standard tiered fee schedule for High Net Worth clients ranges from 0.95% to 0.25% of the portfolio value annually, with a minimum annual fee of $40,000. For Family Office clients, the standard tiered fee schedule ranges from 0.60% to 0.10% of the portfolio value annually, with a minimum annual fee of $180,000. Fixed service fees are negotiable for Family Office clients, generally ranging from $180,000 to $500,000 annually. Ballentine may charge fees for serving as trustee or similar roles that typically range between $3,000 and $5,000 for each trust or entity. Bill payment administration fees typically range between $10,000 and $50,000 per year.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

15 North Main St, Wolfeboro, NH, 03894

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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.

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Other Business Activities

Alexys is a board member for the University of NH Peter T. Paul College of Economics and a board liaison for the MA Society for the Prevention of Cruelty to Children. These are both uncompensated, non-investment related activities performed outside of business hours.

Employment History
Current Registrations
Ballentine Partners
January 2022 - Present · 4 yrs
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.