ALG Financial offers investment advisory services to individuals and other client types. The firm provides comprehensive portfolio management, which includes asset management and financial planning or consulting. ALG Financial may use third-party money managers to implement investment portfolios. The firm's maximum annual fee is 2.00%, billed quarterly in advance. Clients may also incur transaction fees and other expenses.
Assets Under Management$22M
Clients65
Advisors1
Avg. per Client$350K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee. Fees are negotiable. Clients utilizing asset managers may be subject to a maximum total fee of 2.50%. For asset manager accounts that fall below minimum balance requirements, an annual fee of $60.00 may be assessed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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