Alternative Finance LLC offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. These services can be a one-time plan or ongoing. AF generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Alternative Finance LLC offers ongoing financial planning services for a fixed monthly fee:
- Free: Access to social media and podcast content.
- Tier 1 ($50/month): Welcome call, direct access to Alex Fernandez, monthly email contact, quarterly Zoom meeting, monthly newsletter.
- Tier 2 ($100/month): All Tier 1 services, bi-monthly Zoom meeting, access to weekly investment opportunities and market updates via Zoom.
- Tier 3 ($250/month): All Tier 2 services, written financial plan (3-month commitment required), 10% off future hourly financial planning services.
Alternative Finance LLC offers a one-time written financial plan for a negotiated hourly fee of $200.
Annual Retainer:$600 - $3,000/year
Hourly Rate:$200/hr
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