Alperin Financial Solutions provides investment advice tailored to clients' needs. They offer discretionary portfolio management, where they make investment decisions for you, and asset allocation services, where they recommend how to divide your investments. They also offer financial planning, helping you manage your financial resources based on your individual needs. Alperin Financial Solutions may invest your assets according to model portfolios developed by an unaffiliated investment manager.
Fee Structure
Alperin Financial Solutions charges an annual fee for managing your investments, ranging from 1.0% to 1.5% of the market value of your portfolio. The exact percentage depends on the size of your portfolio, the type of services provided, and the level of administration requested. This fee is billed quarterly, in advance, based on the average daily balance. As an alternative to the percentage-based fee, Alperin Financial Solutions can charge a fixed annual fee between $1,500 and $40,000, invoiced quarterly.