Alternity Investment Advisors (AIA) provides ongoing portfolio advice tailored to individual client goals, risk tolerance, and time horizon. AIA uses an Investment Policy Statement to guide investment selection. AIA may also connect clients with third-party money managers, potentially receiving a fee share. AIA generally invests in ETFs, mutual funds, equities, bonds, and other securities to diversify portfolios.
Assets Under Management$8.1M
Clients25
Advisors2
Avg. per Client$320K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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