AC
AC

Alexis Kristina Chambers

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50K1.50%
$50K - $100K1.25%
$100K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.50%

Minimum portfolio size and minimum annual fees may apply, at the discretion of RF. Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3343 Peachtree Road Ne, Suite 500, Atlanta, GA, 30326

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History

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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Employment History
Current Registrations
Rollins Financial Advisors, LLC
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.