WE Alliance Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals and high-net-worth clients. WE Alliance Wealth Advisors tailors its services to each client's specific goals, risk tolerance, and time horizon, utilizing strategies such as fundamental analysis and modern portfolio theory. In addition to ongoing portfolio management, WE Alliance Wealth Advisors offers separately managed accounts covering various asset classes and strategies, as well as project-based financial planning. The firm also assists clients with held-away accounts using third-party technology.
Assets Under Management$230M
Clients265
Advisors3
Avg. per Client$880K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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. Separately managed accounts are charged at 0.35% or 0.20% depending on the strategy.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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