Alignment Financial Group is a registered investment advisor founded in March 2023 and led by principal Daniel Pimental. The firm primarily offers customized investment management for individual portfolios on a discretionary basis, utilizing a tactical allocation strategy to manage risk and performance. Investment approaches may include fundamental, technical, and cyclical analysis across a wide range of securities, including stocks, bonds, cryptocurrencies, options, and foreign assets. In addition to personal wealth management, Alignment Financial Group provides fee-based pension consulting services to institutions and business entities, evaluating retirement plan compliance, recordkeeping, and investment platforms. The firm also manages an exempt commodity pool known as Alignment Digital Currency Fund. Alignment Financial Group tailors its advisory services to each client's individual needs and restrictions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Management fees range from 0.75% to 1.25% per annum depending on account size and strategy complexity, with an average of 1.0%. Fees are negotiable.