Wealth Teams Alliance manages individually tailored investment portfolios for clients based on their individual needs, goals, and risk tolerance. They offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Wealth Teams Alliance may use sub-advisers to manage portions of client portfolios. They also provide advice on Trust Deed real estate investments.
Fee Structure
Wealth Teams Alliance offers investment management services where fees range from 0.60% to 1.10% annually, based on the value of your portfolio. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the number of meetings. Financial planning services may increase the advisory fee. Fees are paid quarterly, in advance, and are debited directly from client accounts. There is no minimum account size requirement.