Wealth Alliance provides investment management using model portfolios and alternative investments. They also offer personal financial analysis and consulting services, including investment reviews, tax planning, insurance reviews, real estate evaluations, retirement planning, estate planning, cash flow management, and college planning. Wealth Alliance maintains investment discretion over client accounts and meets with clients at least annually to discuss their financial situation and investment objectives.
Assets Under Management$65M
Clients266
Advisors2
Avg. per Client$240K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...