Aletheian Wealth Advisors offers comprehensive wealth management, multi-family office services, and family advisory services designed for high-net-worth individuals and families with complex balance sheets. The firm builds customized investment portfolios using exchange-traded funds, equities, fixed income, real estate funds, and alternative investments, guided by individual Investment Policy Statements. Aletheian Wealth Advisors handles portfolio management on a discretionary basis, making investment decisions aligned with clients' specific risk tolerances, goals, and tax considerations. In addition to investment management, the firm provides family advisory services that cover family succession, estate and wealth transfer, cash flow analysis, philanthropic planning, tax minimization, and insurance reviews. The firm also offers specialized treasury management to maintain high liquidity profiles for large cash holdings, and can coordinate directly with clients' attorneys and certified public accountants. Aletheian Wealth Advisors tailors its services to individual client restrictions and values while requiring accounts to be held at Fidelity Brokerage Services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Treasury Management is offered for a flat rate of 0.25% with a $1,000,000 minimum account value.