Alchemi Wealth offers investment management and financial planning services. They work with clients to identify their financial goals and risk tolerance to create a portfolio. Financial planning services include investment planning, retirement planning, tax management, and estate planning. Alchemi manages assets with discretionary and non-discretionary authority.
Assets Under Management$67M
Clients49
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and may differ based on relationship size, accounts within the same household, level of services needed, trading activity, and conservative allocations. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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