ALG Financial provides comprehensive portfolio management, which includes asset management and financial planning or consulting services designed to help clients achieve their financial goals. ALG Financial works to understand each client's current financial situation, resources, goals, and risk tolerance before designing and implementing an investment approach using individual stocks, bonds, exchange-traded funds, mutual funds, and other public and private securities. Portfolios are regularly monitored and rebalanced as needed. ALG Financial may also utilize third-party money managers to help implement investment strategies. In addition to portfolio management, representatives of ALG Financial can act as insurance agents and offer insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00%. Third-party money managers may charge an additional fee up to 0.50%, making the total maximum fee 2.50%. An annual fee of $60.00 may apply for accounts falling below third-party manager minimums.