Capital Alliance Wealth Management offers investment management services, where they manage your investment accounts with ongoing supervision. They also provide financial planning and consulting services to help you understand your financial situation and set goals. This includes reviewing your financial goals, tax planning, asset allocation, and retirement planning. They also offer retirement plan consulting services to plan sponsors.
Fee Structure
Capital Alliance Wealth Management charges a fee based on the total value of your investments. This fee is negotiable. The exact fee schedule will be outlined in your Investment Advisory Agreement. The fees are paid either monthly or quarterly, in advance or after the period. You are also responsible for third-party fees such as custodian fees and transaction fees.