Alexis Lomonaco
Alexis Lomonaco is a registered investment advisor at Lifetyme Financial Advisors, LLC, based in Fairbanks, AK, with 2 years of industry experience. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.99% |
| $4M+ | 0.99% |
LTFA acts as a co-advisor with Matson Money. Matson Money also charges a fee of 0.50% per year. The total fees will not exceed 1.49% annually. Fees are negotiable.
Fee Estimator
Location
Fairbanks, AK
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Regulatory 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 ActivitiesSells Insurance
Alexis is an insurance agent with Lifetyme Financial Group LLC, providing insurance sales and services since July 2022. This takes about half of Alexis's time, including 20 hours during SEC trading hours.
Employment History
Current Registrations
Lifetyme Financial Advisors, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.