Align Equity Group provides wealth management services and solutions tailored to each client's situation, experiences, and goals. AEG creates, analyzes, models, and implements goal-oriented investment solutions designed to be risk-appropriate, cost-effective, and tax-minimizing. AEG manages investment portfolios for individuals, high net worth individuals, trusts, businesses and institutions. AEG also offers financial planning and consulting services to help clients identify and work towards their goals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Tiered fee schedule may be based on cumulative household assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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