Alexis Gonzalez is a registered investment advisor at Hayes Wealth Advisors, LLC, based in Greenville, SC. Alexis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 189 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hayes Wealth Advisors manages your investment portfolio on a discretionary basis. The annual fee is a percentage of your portfolio's value:
- First $1,000,000: 0.35% to 1.20%
- Next $4,000,000: 0.35% to 0.90%
- Balance over $5,000,000: 0.35% to 0.65%
The fee charged per account is based on the scope and complexity of the account as well as the amount of time and expertise required. There is a minimum annual fee of up to $6,000. Fees are negotiable.
Location
Greenville, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hayes Wealth Advisors, LLC
State Registrations1 state
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