Align Financial Planning provides investment management based on clients' individual needs and goals. They also offer financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Financial planning is available on an ongoing or project basis. Align may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$1.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Annual fees are negotiable at Align's discretion. For clients with ongoing financial planning, the first portion of their investments (up to 100 times their annual planning fee) is managed without an additional investment management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...