Alternative Strategies Group offers personalized financial planning and investment management services. This includes helping clients determine their financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Other professionals may be engaged by the client directly for specific needs.
Assets Under Management$64M
Clients431
Advisors1
Avg. per Client$150K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts invested in American Funds, the annual fee is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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