Align Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They use various platforms like SEI and Advyzon. They also provide pension consulting services and financial planning covering investments, insurance, retirement, college, and debt. Align Wealth Management generally invests in mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$120M
Clients69
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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 negotiable. SEI and Advyzon also charge a program fee, up to 0.75% annually, in addition to the portfolio management fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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