Alder Financial Group offers investment management and financial planning services to individuals and families. The firm works with clients to define their financial goals and manages personalized investment strategies. Client assets are held by an independent custodian, typically Charles Schwab. Alder Financial Group may also provide advice on assets held outside of their direct management, such as employer-sponsored retirement plans.
Assets Under Management$220M
Clients65
Advisors2
Avg. per Client$3.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and may be lower depending on the size, complexity, and scope of the advisory relationship. A minimum quarterly fee of $500 generally applies and may be waived.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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