Alaska Wealth Advisors provides personalized financial planning and investment management services primarily for individuals and institutions. The firm builds portfolios using a mix of stock and bond index funds, or actively managed fixed income portfolios. Financial planning covers a broad range of areas including personal finances, taxes and cash flow, insurance, retirement, death and disability, and estate planning. Financial planning is generally included with investment management services but may also be provided on a standalone fee-for-service basis. Alaska Wealth Advisors is a subsidiary of Alaska Permanent Capital Management and serves clients seeking tailored asset allocation and retirement strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Account fees range up to 1.5% of assets under management and are negotiable depending on account size and economies of scale.