Aligne Wealth Advisors Investment Management (AWAIM) manages investments for clients using a suite of model portfolios that allocate assets across equities, fixed income, and cash based on global macroeconomic research. AWAIM also offers financial planning services, including retirement planning, education savings, cash flow management, debt reduction, estate planning, insurance needs, tax planning, and charitable giving strategies. Clients give AWAIM the authority to make investment decisions without asking in advance.
Assets Under Management$220M
Clients220
Advisors4
Avg. per Client$1M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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