Alaska Wealth Management provides investment management and financial planning services to individuals, high net worth individuals, and business entities. Investment advice is tailored to clients' needs and objectives. Financial planning covers investment, retirement, estate, charitable, education, tax, real estate, mortgage/debt, and insurance analysis. The firm also offers retirement plan consulting services to qualified employee benefit plans.
Assets Under Management$8.6M
Clients14
Advisors1
Avg. per Client$610K
Avg. per Advisor$8.6M
Fee Structure
Planning is included in investment management (also available separately)
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 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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