AlignPoint Wealth provides financial planning and investment management services. Financial planning includes ongoing comprehensive planning (AlignPoint 360 Core, Concierge, and Grow) and project-based planning. Investment management is offered through AlignPoint Grow. Services are tailored to client needs based on their financial situation and goals. AlignPoint Wealth provides investment management services on a discretionary basis.
Assets Under Management$17M
Clients23
Advisors1
Avg. per Client$730K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
These fees are for Investment Management (AlignPoint Grow) only. Clients receiving Ongoing Comprehensive Financial Planning pay 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
