Wealth Teams Alliance, Inc. manages individually tailored investment portfolios and provides comprehensive financial planning services for individuals, high net worth clients, and other investors. Founded in 2012 and based in Irvine, California, the firm builds personalized investment strategies using technical analysis and long-term or short-term purchases, and may utilize mutual funds, exchange-traded funds, and independent managers or sub-advisers. Wealth Teams Alliance offers discretionary investment management services on a fee basis, including through a wrap fee program. Financial planning services cover areas such as retirement planning, cash flow and debt management, tax planning strategies, estate planning, college savings, employee benefits optimization, business planning, and risk management. Additionally, Wealth Teams Alliance provides guidance on real estate mortgage advice and alternative investments such as collateralized real estate loans through trust deeds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Annual advisory fees generally range from 0.60% to 1.10% based on assets under management, and the maximum annual fee will not exceed 1.50%. Fees vary based on factors such as the assigned representative, portfolio size, complexity, and negotiations.