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Alexis Advisors

Headquartered in RICHMOND, VA

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Firm Information

Alexis Advisors is a financial advisory firm that provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. They have a strong track record of success, managing over $52 million in assets for over 240 clients. The firm is committed to providing personalized advice and guidance to help clients achieve their financial goals.

Alexis Advisors

$52.88M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

ALEXIS ADVISORS has a total of 3 branch locations across the country.
location

RICHMOND, VA

location

New Cumberland, PA

location

Hayes, VA

Advisors at Alexis Advisors

View All 2 Advisors
Unclaimed
Samantha Lyn Vicchiarelli

CFC®, RA

RICHMOND, VA

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Unclaimed
Roberta Winn Keller

RA

RICHMOND, VA

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Disclosures

There are no public disclosures for Alexis Advisors.

Frequently Asked Questions (5)

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