Alchemi Wealth offers investment management and financial planning services. They work with clients to identify their financial goals and risk tolerance to create a portfolio. Alchemi's services include investment planning, portfolio review, budgeting, debt management, education planning, insurance analysis, tax planning, trust and estate planning, retirement planning, business planning and charitable giving.
Assets Under Management$290M
Clients1,136
Advisors6
Avg. per Client$250K
Avg. per Advisor$48M
www.alchemiwealth.com ·www.instagram.com/alchemiwealth ·www.linkedin.com/company/alchemi-wealth-management
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Accounts with conservative allocations may negotiate lower fee schedules. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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