Financial Alternatives, Inc. manages investment portfolios and provides personalized wealth advisory services, including financial planning and consulting for individuals, trusts, estates, and business entities. The firm typically builds diversified portfolios using stocks, real estate investment trusts, and bonds. Financial Alternatives offers investment management where financial planning is generally included as part of the annual fee. Clients can also hire Financial Alternatives for standalone wealth advisory services charged on an hourly basis or through flat fees. The firm emphasizes a fiduciary approach, tailoring portfolios to individual risk tolerances and investment objectives while maintaining ongoing supervision of client accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 1.00% to 0.50% on a flat or tiered rate schedule, but may be higher or lower in some cases and are subject to negotiation.
