Align Investment Advisors, LLC is an investment advisory firm established in 2009 and owned by Charles You. The firm offers a managed account program that invests in a concentrated selection of fewer than twenty securities using a value-oriented philosophy and fundamental analysis. Because of this focused approach, the risk of investment loss is higher than a more diversified portfolio. Align Investment Advisors requires a minimum account balance of $500,000 and primarily serves high-net-worth individuals and qualified institutions. The firm has full authority to make trades without asking clients first, and uses independent third-party custodians to hold client assets.
Fee Structure
Align Investment Advisors charges a performance-based fee for managing your portfolio. If your account makes a profit, the firm takes 15% of that profit. If your account does not make a profit, the firm does not collect any fee. This fee covers investment advice only and does not include trading costs or fees charged by the financial institution holding your account.