Alliance Wealth Advisors offers tailored investment advice and portfolio management services. They manage investments with discretionary authority, potentially using proprietary ETF strategies or third-party money managers. They also offer asset allocation and financial planning services. Alliance Wealth Advisors has a relationship with TownSquare Capital, LLC for sub-advisory and operational support.
Assets Under Management$440M
Clients694
Advisors9
Avg. per Client$630K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
The annual fee percentage is determined by the assets that will be managed at relationship inception and the annual flat fee percentage will remain unchanged unless a new fee percentage is agreed upon. Fees for TownSquare Capital's services and those assessed by any sub-advisors or third party money managers are included in the management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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