Align Financial Solutions is a registered investment advisor located in Hoboken, New Jersey, founded in March 2023. The firm offers comprehensive investment management, financial planning, and consulting services tailored to individual goals, risk tolerance, and time horizons. Align Financial Solutions provides both discretionary and non-discretionary portfolio management, often utilizing third-party programs such as Advyzon Investment Management. In addition to managing investment portfolios, Align Financial Solutions offers ongoing and one-time financial planning covering retirement, taxes, estate preservation, cash flow, education funding, and employee benefits. The firm operates with a client-first approach, emphasizing personalized strategies and ongoing portfolio monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.35% |
Fees are negotiable. Household accounts may be aggregated to determine the fee rate.