Alianza Corp. Investment Advisor offers investment advice to high-net-worth individuals, families, and trusts. Alianza helps clients define investment objectives and implement strategies to achieve those goals. Services include asset allocation analysis, security selection, performance reporting, and portfolio monitoring. Alianza provides both non-discretionary and discretionary investment management, including a digital wrap fee program.
Assets Under Management$110M
Clients538
Advisors5
Avg. per Client$200K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.65% |
| $200K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable based on portfolio complexity, size, and services provided. Wrap fee program fees may vary; see the Wrap Fee Brochure for details.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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