Almanack Investment Partners
Assets Under Management
$773.4M
Number of Clients
409
Number of Advisors
12
Avg. Portfolio per Client
$1.9M
Avg. Managed per Advisor
$64.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Almanack Investment Partners provides investment management using model asset allocation portfolios. They offer services to individuals, high net worth individuals, and institutions. Almanack manages accounts through relationships with custodians like Schwab and Fidelity. They also offer financial planning and consulting services on a separate fee basis. Almanack provides an internal platform for their investment advisor representatives to access investment management, business consulting, and operational support services.
Fee Structure
Almanack Investment Partners' investment management fee is a percentage of the value of your investments, generally ranging from 0.05% to 2.5% annually. Please consult with your individual advisor for their specific fee schedule. A minimum of $100,000 of assets under management is typically required for investment advisory services. The minimum account size may be waived by Almanack at its discretion as Almanack does not have a minimum asset management fee.
Areas of Practice
Location
656 E Swedesford Road, Suite 301, Wayne, PA, 19087