Alternative Investment Advisors provides personalized investment management and financial planning services to individuals, high-net-worth clients, businesses, and institutional accounts. The firm builds customized portfolios using exchange-traded funds, options, mutual funds, equities, and bonds based on each client's specific financial situation, risk tolerance, and goals. In addition to ongoing portfolio management, Alternative Investment Advisors offers comprehensive and project-based financial planning, retirement plan consulting, and referrals to third-party money managers. The firm acts as a fiduciary, legally required to act in clients' best interests, and operates primarily on an asset-based fee schedule for investment management alongside hourly and flat fees for planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees generally range from 0.25% to 2.50% of assets under management, billed quarterly in advance. Fees are negotiable based on account size, complexity, and other factors.