Advisor Alliance refers clients to United Capital Financial Advisers and Hoxton Planning & Management for investment management services. Advisor Alliance receives a referral fee from these firms. They do not provide investment advice or manage client assets directly. Clients work directly with United Capital or Hoxton for investment management.
Fee Structure
Advisor Alliance does not directly manage investments. They refer clients to United Capital Financial Advisers and Hoxton Planning & Management.
United Capital Financial Advisers charges up to 1.25% of your portfolio per year. Advisor Alliance receives 25% of this fee as a referral fee.
Hoxton Planning & Management charges the following annual fees:
- First $1,000,000: 1.25%
- $1,000,001 - $2,000,000: 1.00%
- $2,000,001 - $5,000,000: 0.75%
- Above $5,000,001: 0.50%
If you only want investment management and no financial planning, Hoxton Planning & Management waives the 1.25% fee on the first $1,000,000.