Almanack Investment Partners offers investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm operates through a nationwide network of independent advisor representatives and branch offices. Almanack primarily uses model asset allocation portfolios—consisting of mutual funds, exchange-traded funds, individual stocks, and bonds—managed on either a discretionary or non-discretionary basis through major custodians like Charles Schwab and Fidelity. Clients can also request standalone financial planning and consulting covering retirement, tax, estate, and insurance planning. Additionally, the firm manages affiliated private funds and alternative investment strategies for qualified investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees generally range from 0.05% to 2.50% annually based on a percentage of assets under management. Fees are negotiable based on client complexity, volume of assets, and other factors.