Alliance Wealth Advisors offers wealth management and financial planning services tailored to individual clients and business owners. Services include financial planning, investment management, and retirement plan consulting. Financial planning covers areas like retirement, education, insurance, estate, and business succession planning. Investment strategies range from conservative to aggressive, customized to client needs. Alliance also provides retirement plan services under ERISA.
Fee Structure
Alliance Wealth Advisors' investment management fee is negotiated based on the amount you invest. The fee generally ranges up to 1.75% per year. There is a minimum monthly fee of $50 per client relationship. The fee is calculated based on the value of your account at the end of each month and is debited the following month. Fees for funds held at American Funds are calculated quarterly.