AlgoTech Financial provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Investment strategies are tailored to each client's goals and objectives. Financial planning covers various topics, including financial goals, net worth, cash flow, retirement, risk management, investments, tax reduction, and estate preservation.
Fee Structure
AlgoTech Financial charges an annual investment advisory fee of 2.75% of the assets they manage. This fee is negotiable in some situations. They also offer performance-based fees, which are 20% of any increase from the previous year's high water mark. Transaction fees still apply to performance-based accounts.