Alliance Advisors Wealth Management offers investment management and financial planning services. They provide advice on various asset classes, including stocks, bonds, and mutual funds. Investment advice is tailored to individual client needs based on their objectives, risk tolerance, and income needs. Financial planning includes reviewing a client's financial position and making recommendations.
Assets Under Management$11M
Clients45
Advisors1
Avg. per Client$240K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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