Alessandra Capital Management (ACM) offers investment advice and management to individuals, high net worth individuals, trusts, estates, charitable organizations, and other business organizations. ACM provides discretionary investment advice and portfolio management services. ACM also offers financial consulting services, including financial planning, for a flat fee or hourly rate.
Fee Structure
ACM offers portfolio management services where they manage your investments for a fee based on a percentage of your portfolio. The exact percentage depends on the type and value of your account. ACM also offers a wrap fee program where the fee covers both investment advice and transaction costs. Fees are calculated quarterly. You'll also pay internal expenses on mutual funds or exchange traded funds. ACM's advisory fee is negotiable.