Aliya Capital Partners is a registered investment advisor based in Miami, Florida, offering comprehensive investment management, financial planning, and wealth advisory services. The firm provides both discretionary and non-discretionary investment management, building customized portfolios using exchange-traded funds, mutual funds, individual stocks, bonds, options, and private placements. In addition to portfolio management, Aliya Capital Partners assists clients with cash flow management, education planning, retirement planning, estate planning, tax issues, and trust services. The firm tailors its relationships to each client's specific goals, risk tolerance, and financial situation, and can coordinate with other professionals such as lawyers and accountants as needed.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees range from 0.10% to 1.75% annually based on assets and services provided. Fees are negotiable, and there is a minimum annual fee of $1,000.