Almega Wealth Management manages investment portfolios and provides financial planning for individuals, families, and businesses. Almega Wealth Management focuses on passive investment strategies utilizing index mutual funds, exchange-traded funds, and direct indexing, tailored to each client's risk tolerance and goals through an Investment Policy Statement. In addition to investment management, Almega Wealth Management offers advanced planning covering retirement, education, tax strategies, risk management, debt, charitable giving, and estate planning. The firm also coordinates with clients' other professionals, such as attorneys and accountants, and offers tax return preparation services through an affiliated entity, Almega Tax LLC. Almega Wealth Management serves clients through private wealth management for high-net-worth individuals, family wealth management for multi-generational affluent households, and business services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Customized active investment management may incur an additional fee up to 0.50%. Accounts below $500,000 may incur an additional 0.10% fee. Fees are negotiable.
