The world of financial services can often be anything but transparent. How can you make an “apples-to-apples” comparison when interviewing advisors? We hope that this list of questions will assist you in your search and enable you to better understand key aspects of the advisors you are considering. Questions for Your Advisor
Alexis Advisors LLC is a registered investment advisor with the Commonwealth of Virginia. Information and concepts contained herein are for informational purposes only and should not be considered investment advice, nor is it intended as an offer or solicitation with respect to the purchase or sale of any security. Advice may only be provided after entering into an advisory agreement with the Advisor. Information is at a period in time and subject to change. Please see our Disclosures document for further disclosures and definitions contained in this article.