Aligned Advisors creates step-by-step action plans for clients to follow, based on their specific needs and goals. Aligned does not manage client investments, trade securities, or sell investment products. Clients are responsible for their own investment decisions and for overseeing any third-party investment advisors they hire.
Assets Under Management$22M
Clients51
Advisors2
Avg. per Client$440K
Avg. per Advisor$11M
www.alignedadvisors.com ·www.linkedin.com/company/aligned-advisors/?view... ·www.facebook.com/aligned-advisors-101823962019772
Fee Structure
Minimum Investment:None
Annual Retainer:$1,900 - $3,500/year
One-Time Plan:$3,000 - $5,000
Loading...