Align Financial provides financial planning and investment management services. Financial planning includes retirement income, risk assessment, tax and investment planning, and estate planning. Investment management is ongoing and discretionary, based on individual client goals and risk tolerance. Align may use third-party money managers and platform providers. Legacy accounts from Agile Retirement Management continue under their previously agreed-to services and fee structures.
Fee Structure
Align Financial offers comprehensive advisory services under various fee schedules depending on the client relationship, service level, account structure, and legacy affiliation. Clients may be subject to different maximum fees, minimum fees, billing structures, or other terms based on whether they are legacy Agile Retirement Management clients, Align clients, or transitioned clients with previously agreed upon arrangements. The maximum client fee will not exceed 1.75%.