Align Wealth Advisors offers personalized investment management, financial planning, and consulting services to individuals, families, and businesses. Align Wealth Advisors builds custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and private securities, and reviews them quarterly. The firm also assists with variable annuity management and provides guidance on retirement planning, estate planning, charitable giving, tax strategies, and real estate analysis. Additionally, Align Wealth Advisors offers consulting for retirement plans governed by federal retirement plan rules and can connect clients with third-party money managers like SEI Investments Management Corp. The firm operates on a non-discretionary basis, meaning clients must approve all investment trades before they are executed.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.