Alliance Advisors Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and retirement plans. Alliance Advisors Wealth Management manages portfolios across a broad range of asset classes including stocks, mutual funds, bonds, municipal securities, and certificates of deposit, and may use options to hedge against risk. Investment management is generally provided on a discretionary basis, meaning the firm makes trades on your behalf without asking first. In addition to portfolio management, Alliance Advisors Wealth Management offers financial planning and consulting to help clients review their financial position and goals, delivering recommendations through written plans or verbal consultations. The firm operates with a focus on tailoring strategies to individual risk tolerances and investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable based on asset size, future deposits, portfolio strategies, and relationship type.