Align Wealth Management offers ongoing portfolio management, pension consulting, and financial planning services. For portfolio management, the firm creates customized investment strategies based on each client's goals, time horizon, and risk tolerance, utilizing platforms such as SEI Asset Management, Advyzon Investment Management, and Fidelity Institutional Wealth Adviser. The firm helps clients navigate various investment types including mutual funds, exchange-traded funds, fixed-income securities, real estate funds, and equities. Align Wealth Management operates as a fiduciary, legally required to act in your best interest. The firm was founded in 2022 and is based in San Jose, California.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
Fees are generally negotiable. Third-party asset management platforms like SEI and Advyzon may charge a separate program fee up to 0.75%.