Alkeme Investments offers financial planning, investment advice, and consulting to individuals, trusts, corporations, and retirement plans. Investment advice includes allocating assets among cash, equities, and fixed income, typically through exchange traded funds or mutual funds. Alkeme Investments may use third-party advisors to manage client accounts. The firm tailors its services to client needs, and clients may impose restrictions on investments.
Fee Structure
Fees for investment management are based on the amount of assets managed. If a third-party manager is used, their fees may be charged in addition to Alkeme Investments' fees, or paid out of Alkeme Investments' fees. Total advisory fees will not exceed 2.75% of assets managed. Fees are negotiated directly with clients, and are charged quarterly in arrears, based on the quarter-end value.