The Wealth Alliance (WA) offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. WA provides customized investment advisory solutions through continuous personal client contact and interaction while providing discretionary investment management. WA also offers financial planning services, either as a component of investment management services or for a separate engagement and fee. WA may refer clients to other specialists, as appropriate.
Fee Structure
WA provides investment management services where fees range from 0.25% to 1.75% of the value of your portfolio each year. The exact fee depends on the services offered, complexity, the amount you invest, and your overall relationship with WA. Fees are paid in advance each quarter.