Aliya Capital Partners LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Aliya Capital Partners offers investment advice, consulting, and wealth management services to individuals, high-net-worth clients, companies, and other entities. Clients can choose from investment management services, including discretionary and non-discretionary investment advice, portfolio management, investment consulting, and financial planning. Aliya does not act as a custodian of client assets.

Assets Under Management$2B
Clients169
Advisors6
Avg. per Client$12M
Avg. per Advisor$330M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000

Aliya Capital Partners' fees for asset management are based on a percentage of your investments and/or the services provided. These fees are negotiable and range from 0.10% to 1.75%. The minimum annual fee is $1,000, but this is also negotiable. Performance-based fees may be charged for some clients.

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Location

6 Advisors at this firm

Aliya Capital Partners LLC | TrueAdvisor