WE Alliance Wealth Advisors Inc. offers portfolio management services based on clients' goals, objectives, and risk tolerance. They create investment plans and monitor portfolios regularly. They also offer financial planning services covering investments, insurance, taxes, retirement, and college planning. WE Alliance may recommend investments in private funds managed by related persons.
Assets Under Management$210M
Clients327
Advisors4
Avg. per Client$630K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are generally negotiable. Firm also manages Separately Managed Accounts (SMAs) with fees of 0.20% or 0.35% depending on the specific SMA.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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