Alliance Wealth Management Partners LLC provides investment advisory services, including customized investment solutions and discretionary investment management, to individuals, high net worth individuals, trusts, estates, and businesses. They also offer financial planning services covering areas like investment, retirement, education, and insurance needs. Alliance Wealth may recommend unaffiliated third-party investment managers. They also provide retirement plan advisory services to plan sponsors.
Fee Structure
Alliance Wealth charges an annual fee based on the value of your investments. This fee ranges from 0.75% to 1.35% depending on the complexity of services, amount of assets managed, inclusion of financial planning, and the overall relationship. Fees are calculated on the average daily market value of your investments and are paid monthly or quarterly. The fee may be negotiable.