Alignment Financial Group offers pension consulting services to institutions and investment management and financial planning services to individuals. For individuals, they manage investment portfolios using a tactical allocation strategy and may recommend various securities and cash positions. They may also refer clients to unaffiliated money managers. They tailor their services to each client's needs and goals.
Fee Structure
Alignment Financial Group charges an annual management fee for investment management, paid monthly. The fee ranges from 0.75% to 1.25% per year, depending on the investment strategy's complexity and the size of the account. The average fee is about 1.0% per year. Fees may be reduced or waived for Alignment Financial Group's directors, officers, and employees.