Assets Under Management

$925.4M

Number of Clients

629

Number of Advisors

11

Average Client AUM

$1.5M

AUM per Advisor

$84.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Alaska Wealth Advisors, a subsidiary of APCM, offers financial planning and investment management using stock and bond index funds or actively managed fixed income portfolios. Financial planning is generally included with investment management services. They manage discretionary assets and provide ongoing account reviews.

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location

3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503

11 Advisors at this firm