Alliance Wealth Management offers investment advice to individuals, high-net-worth individuals, and 403b retirement plan participants. Alliance Wealth Management creates an investment policy statement for each client, outlining their financial situation, risk tolerance, and investment objectives. Alliance Wealth Management may invest client assets in its proprietary Tactical Asset Allocation Portfolios. Financial plans may include investment planning, life insurance, tax concerns, retirement planning, college planning, and trust planning.
Assets Under Management$11M
Clients35
Advisors1
Avg. per Client$300K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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