Aligned Wealth Solutions provides financial planning and consulting, treasury management, and solicitor services. Aligned Wealth recommends third-party investment advisors to clients and receives compensation for these referrals. The firm also manages short-term cash and liquidity needs through treasury management services, primarily using U.S. Treasury Bills.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Treasury management fees are 0.25% annually, paid monthly in arrears. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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