Align Investment Advisors offers investment advice through its Managed Account Program (MAP). Clients receive investment advice based on their objectives and risk tolerance. The fee covers Align's investment advisory services but not transaction costs charged by the custodian. Align primarily invests in securities using a concentrated “value” philosophy, focusing on less than 20 securities, which carries a higher risk of investment loss than a diversified portfolio.
Assets Under Management$2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2M
Fee Structure
Investment management only (planning not offered)
Align Investment Advisors charges a performance-based fee. If your account has a profit, Align Investment shares 15% of that profit. If your account has no profit, Align Investment does not collect any fees.
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