Assets Under Management
$205.6M
Number of Clients
780
Number of Advisors
10
Average Client AUM
$264K
AUM per Advisor
$20.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Teams Alliance offers discretionary or non-discretionary investment management services on a wrap fee basis. The firm also provides financial planning and related consulting services. The annual program fee ranges from 0.60% to 1.10% based on various factors. Clients may use unaffiliated investment managers.
15520 Rockfield Blvd, Suite G, Irvine, CA, 92618