Total Alignment Wealth Advisors provides financial planning and investment consulting services to high net worth individuals. Total Alignment helps clients understand their financial situation and set financial objectives. They also provide investment consultations on accounts not managed by them, often working with other professional money managers. Total Alignment uses eMoney Advisors to help prepare financial plans and track progress.
Fee Structure
Total Alignment Wealth Advisors does not directly manage investments. Instead, they provide investment consultations and oversight of outside portfolio managers. They charge 0.20% of marketable securities under advisement with a minimum of $10,560 per quarter. If bundled with Portfolio Analytics, the minimum is discounted to $7,920 per year. The Portfolio Analytics service is 0.20% on marketable securities, or 0.15% if bundled, regardless of where those marketable securities are managed.