Alliance Wealth Advisors manages investment portfolios tailored to individual client needs. They gather information about your goals, risk tolerance, and financial situation to create a personalized investment plan. Alliance Wealth Advisors may also use third-party money managers. They manage accounts on a discretionary basis, meaning they can make trades without your prior consent.
Assets Under Management$88M
Clients369
Advisors2
Avg. per Client$240K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.3M | 1.25% |
| $1.3M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...