ALBA Financial, or ALBAFin, manages investment portfolios and offers financial planning services. Investment management involves creating tailored portfolios based on client goals and risk tolerance. Financial planning covers retirement, risk management, college savings, and more. ALBAFin can also use third-party managers. They offer wrap fee programs where the fee includes advisory services and transaction costs.
Assets Under Management$3.6M
Clients22
Advisors1
Avg. per Client$160K
Avg. per Advisor$3.6M
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 - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Wrap fee schedule. Fees are negotiable. Non-wrap fee schedule also available with slightly lower rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...