Alternity Investment Advisors manages investment portfolios and offers limited-scope retirement planning for individuals, high-net-worth clients, business owners, and other organizations. Alternity Investment Advisors creates customized investment strategies based on each client's goals, time horizon, and risk tolerance using mutual funds, exchange-traded funds, individual stocks and bonds, real estate funds, and other investments. Alternity Investment Advisors also offers services to direct clients to third-party money managers. In addition to investment services, the firm's owner operates separate mortgage brokerage and insurance businesses, which may present conflicts of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the needs of the client and complexity of the situation.