Alkeme Wealth, LLC is a registered investment advisor based in Scottsdale, Arizona, providing comprehensive wealth management services to high-net-worth individuals, families, and related entities. The firm offers discretionary investment management, strategic financial planning, alternative investment strategies, single stock risk management, and estate and tax planning coordination through professional intermediaries. Alkeme Wealth builds tailored portfolios typically holding individual stocks and bonds, mutual funds, exchange-traded funds, and occasionally private placements for qualified investors. The firm emphasizes long-term, buy-and-hold investing while regularly monitoring portfolios and adjusting strategies based on market conditions and client needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Fees are negotiable and account minimums or fee rates may be reduced at Alkeme Wealth's discretion.