Alaska Wealth Management is a registered investment advisor founded in July 2022 and based in Anchorage, Alaska. The firm provides discretionary portfolio management, standalone financial planning and consulting, and retirement plan consulting for individuals, high net worth individuals, trusts, estates, and corporate entities. For investment management, Alaska Wealth Management builds tailored portfolios using model portfolios across various risk tolerances and may also select independent managers to oversee a portion of client assets. The firm employs various analysis methods including technical, fundamental, cyclical, and economic reviews, and uses strategies such as long-term and short-term purchases and strategic asset allocation. Additionally, representatives of Alaska Wealth Management may act as insurance agents and sell insurance products for customary commissions. The firm does not require a minimum account size for its separately managed accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may differ from the standard schedule based on historical relationships, asset types, or account composition.